56 min listen
Inflation is blowing up the bullish thesis
FromWall Street Unplugged - What's Really Moving These Markets
Inflation is blowing up the bullish thesis
FromWall Street Unplugged - What's Really Moving These Markets
ratings:
Length:
38 minutes
Released:
Feb 14, 2023
Format:
Podcast episode
Description
Happy Valentine's Day! First, I take a victory lap for another successful Super Bowl prediction… sort of: , and I was right! I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves. Turning to the markets… The latest Consumer Price Index (CPI) data came out this morning. I break down why the numbers cripple the bullish thesis… and how consumer habits are about to change. More bad news for the bulls: Earnings estimates keep coming down… and I expect several quarters of lower earnings. I explain why this—combined with several other risk factors—is creating a recipe for disaster. Bottom line: This market should scare the hell out of you. … In this episode The NFL is a bunch of a**holes [0:30] How this morning’s CPI data hurts the bullish thesis [9:45] The “earnings recession” is just beginning [13:50] Why this market should scare the hell out of you [21:15] [30:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio : www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ :
Released:
Feb 14, 2023
Format:
Podcast episode
Titles in the series (100)
Episode 15 - Blast From The Past...: Aaron Task from Tech Ticker talks about the stock market and economy, and founder of the Real Story Podcast. Also, penny stock analyst and former hedge fund manager Timothy Sykes. by Wall Street Unplugged - What's Really Moving These Markets