Broken Pie Chart
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether the tariffs matter to the market anymore. Plus, energy stocks break out even though oil is still below $60. Later, how we continue to see broadening in participation of the bull market beyond the mag 7 stocks. Of course, earnings season is starting and in the end earnings matter above all else.
Earnings matter in the long run
XOM Exxon some back
Energy stocks no longer hibernating
How stocks can do well even if the underlying commodity isn't
Commodity next boom?
Does the Fed theoretically use taxpayer funds for their expenses?
Will Powell leave the Fed when his term as chair ends (but not his governor term)
Different pockets of the market still running
Mag 7 trailed through April then led, not that gap is closing
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 derek.moore@zegainvestments.com