VRA Midday Stock Market Commentary - July 26, 2022
VRA Investing Podcast · Vertical Research Advisory
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Show Notes
Here’s today's VRA VidCast:
- The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP.
- Q2 earnings are beating estimates (top and bottom line).
- NO recession. I agree with Team Biden (first time) on definition.
- Be greedy when others are fearful. And fund managers are “really” fearful.
- Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising.
- Analytics and sentiment flashing “buy”, into midterms and year end.