Max Bearish? | Earnings Declines Don’t Mean Falling Stocks?

Broken Pie Chart

English - January 23, 2023 11:52 - 39 minutes - 36.5 MB - ★★★★★ - 16 ratings
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Jay Pestrichelli, CEO of ZEGA Financial and Derek Moore are back to talk Netflix earnings, why earnings declines don’t necessarily mean falling stock prices, wide bid ask spread in housing, and volatility dropping in the currency and fixed income markets. Plus, the AAII investor survey points to record lows in bullish sentiment. Why margins are being overlooked in earnings estimates. Finally, is Japan an unknown, unknown and Derek (without any knowledge) predicts Amazon buys AMC and Apple buys Netflix.

Does the market still care about Netflix earnings?

Netflix low YoY quarterly revenue growth

Wild prediction on Apple buying Netflix

Why doesn’t Amazon buy AMC?

Existing home sales continue to make new lows year over year

Earnings declines don’t equal lower stock prices all the time

Comparing years where earnings are lower but stocks are higher

Why markets look forward to future earnings expectations

Volatility dropping in FX and fixed income markets

Spread between equity volatility and Fixed Income volatility still wide

Used car prices finally printing lower lows

AAII survey points to low bullish sentiment and high bearish sentiment