Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates cover art

Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates

Economic Trouble? | Intel Parabolic? | Micron vs Apple | Post Earnings Volatility | The Fed and Rates

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Derek Moore is joined by Mike Snyder and Shane Skinner exploring whether the economy via the LEI (Leading Economic Indicator) is flashing bearish signals. Then, they run through Micron, Intel, and Apple looking at relative valuations and what analysts are predicting. Later, they review some post earnings moves and volatility (or lack thereof). Plus, why do people think the Fed has a chance to raise rates?

Micron vs Apple relative forward PE ratios

Micron's forward PE is really low, but why?

Intel continues its parabolic run

What is the LEI Leading Economic Indicator

Weights within the LEO

How sentiment is super low and how it impacts LEI

Powell wraps up his last meeting but he's not leaving?

Does Warsh get rate cuts

Lots of dissent within the Fed?

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

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