Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
Thanks to YCharts for sponsoring this episode! YCharts will be discussing the Scenarios Tool with a big emphasis on how it helps streamline the financial planning process for advisors with RWM COO Nick Maggiulli on May 24th at 12:30pm ET. Register here: https://ycharts.zoom.us/webinar/register/6316832319210/WN_hZWZbN3fSGm_ax8f92h9RA#/registration
►00:00 – Intro
►02:36 – Berkshire Hathaway Highlights – “Warren Buffett’s Berkshire Hathaway dumps billions of dollars of US stocks”
►18:49 – IPOs – “Kenvue Stock Jumps in IPO of Former J&J Consumer-Health Business”
►21:20 – Earnings Beats Everywhere – “Strongest corporate guidance ratio in two years”
►27:59 – Pressing Shorts – Long/short ratio finished the day at it’s lowest level in more than ten years.
►32:04 – SLOOS – “Fed: Bank officers expect lending to tighten through rest of 2023”
►42:18 – Bear Market Over – “The Nasdaq Composite entered a new bull market today, up 20% from its low”
►46:53 – Make The Case
►50:24 – Mystery Chart
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