Broken Pie Chart
Derek Moore is joined by Mike Snyder and Shane Skinner with the market pressing new all-time highs, semiconductors and hyperscalers ripping, and the dichotomy of bad soft data but positive hard data. Plus, is the Fed going to cause another yield curve inversion judging by the narrowing of spreads? Later, do we really need MLB baseball team etfs? All this and more this week including a contrarian indicator of bearish readings in the AAII investor surveys.
Warren Pies points out correlations between semis and hyperscalers at all-time lows
If semis and hyperscalers get correlated and bullish, watch out all-time highs
Why the Fed may have just caused a yield curve inversion
The Fed mistake of raising rates?
Coming soon major league baseball team ETFs to join NHL team ETFs
Soft vs hard data contradictions
Surveys and oversampling one group or another
Contrarian indicators like surves
AAII surveys get bearish so what does that mean for markets?
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