High Valuation Ok? | Midterm Year Performance | Supreme Court Tariff Ruling | Google's Number 2 | Payrolls
Broken Pie Chart · Derek Moore
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether higher valuations are warranted based on rising profit margins. Then, they think about whether the upcoming Supreme Court ruling on tariffs matters for the market. Later, they discussed Google passing Apple for the #2 highest valued company in the S&P 500 Index, midterm election years performance vs other years, regression channels in the S&P 500 Index, payroll numbers, interest rates, and even copper prices.
Midterm year performance vs other presidential cycle years
Supreme Court Ruling on Tariffs and what it means for markets
Copper prices are about to break out or break down?
Fed interest rates saying no cuts until after Powell leaves?
Semiconductor earnings estimates vs the S&P 500 Index as a whole
Polymarket sees only a 25% chance tariffs are upheld
Google (Alphabet) surpasses Apple to be world #2 behind Nvidia
Three-Month payroll contraction on nonfarm payrolls
Talking technical analysis with regression channels on the SPX
Free cash flow margins tech vs the rest
Valuation forward pe ration adjusted for net profit margins
S&P 500 companies' real revenue per worker highest going back to 1986
S&P 500 quarter EPS growth estimates Y/Y % change
Mentioned in this Episode
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek [email protected]