Hindenburg Omen | MicroStrategy vs Bitcoin | CAPE Ratio and Forward Returns | No More Tariff Tantrum?

Broken Pie Chart

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1M ago 53:57

MP4•Bölüm sayfası

Derek Moore is joined by Mike Snyder to discuss the Hindenburg Omen and what that means for the stock market. Plus, looking at whether the Tariff trade has been completely wrong. Later, the best six months of the year are here, problems with using CAPE Ration to predict forward returns, permabears, and examining whether MicroStrategy (Strategy) is starting to not make sense to investors. All that plus looking at Semiconductors cycle against the Mag 7 and the S&P 500 Index.

Tariff trade

MicroStrategy (Strategy) vs Bitcoin trade

Enterprise value of MicroStrategy vs intrinsic value of their Bitcoin holdings

What is the CAPE Ratio?

CAPE Ratio and forward 10-year and 12-year returns

Earnings multiples

John Hussman 12-year forward expected returns

What are the best six months of the year

Federal Reserve Obfuscation Index

Semiconductors broke out "after going nowhere for over a year"

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]

354 bölüm

#Trading #Business #Derek Moore