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@MBoyer-ng6ok2 ай бұрын
"Shut up and listen to Steely Dan" is one of the better Batnick quotes--when faced with the latest musical fad of the minute!
@fungdark82702 ай бұрын
Aw man he’s gonna win me over with that
@Mr.Eeeeeeeee2 ай бұрын
Great job! I run a daily 10K and I always listen to the Compound during it. The thing with the mega tech today is that they always have great top and bottom lines. Plus they all have a ridiculous growth potential. Can’t really say the same about past mega caps like Exxon and GE. They just keep getting bigger and have a hand on every cookie jar for the foreseeable future. I think that is a big difference when evaluating mega tech.
@TheCompoundNews2 ай бұрын
Nice, a daily 10k is impressive!
@Mr_A_Aus2 ай бұрын
Love for the Compound all the way from Australia.
@anothername27302 ай бұрын
Love for @Mr_A_Aus all the way from America.
@darrenhere58562 ай бұрын
"New Starbucks CEO Brian Niccol won’t be required to relocate to the company’s HQ in Seattle. Instead, Starbucks says Niccol can live in Newport Beach, California and commute to Starbucks’ head office 1,000 miles away on a corporate jet." -step one of fixing the DEI culture 🤣😂
@Hoosier-Zoe2 ай бұрын
Bought TDOC pre-pandemic, rode it allllll the way up and allll the way back down. Had to delete it from my watchlist after selling. Bad juju!
@sdcaeastcountyfamily2 ай бұрын
I recognize the blind chart as PYPL because I’ve been checking it so much lately. It also looks like just about everything in KW ETF
@heathseegers38432 ай бұрын
Josh keeping me up to date with the latest music trends. Just listened to it. Hot to go could literally be dropped on an 80s mix tape between girls just want to have fun now and strike a pose.
@stevenlippold2 ай бұрын
I think Michael meant cut instead of hike during the Public ad read
@vincentchan57732 ай бұрын
2024 is half gone are not improving for the average American consumer. I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
@JimboTheJerseyJuggernaut2 ай бұрын
Use the graph/table for example #26.... we are days from the 3year. SPY is > RSP???
@joealtamuro2 ай бұрын
Josh, I’ve been seeing those ads for a while and I always report it. In addition to the names you mentioned, I’ve also seen fake Jim Cramers! 5:47
@TheCompoundNews2 ай бұрын
Appreciate you reporting them, very frustrating. I've seen Cramer ones as well.
@claudiosousa68712 ай бұрын
Great job guys … love all the charts … I’m always cautiously optimistic about the market need more cash bought the dip …
@craigblanchfield7347Ай бұрын
I reported one of those fake ads with your image. I classified it as fraud to Meta. I heard back several days later from Meta stating that it was a legitimate ad and that they decided it did not violate the fraud standards. Not great.
@Lights_Darks2 ай бұрын
Agree with Michael on the mega caps.
@LoriAnnOnTheRoad2 ай бұрын
Double nickels, I thought HOTTOGO was a reference to your Starbucks bit.
@cryptoholic51202 ай бұрын
He created the dorito taco shell - he moves headquarters 😂😂😂 24:43
@RobGoldy2 ай бұрын
such an insightful episode. so many interesting topics
@dfsd8522 ай бұрын
I think comparing three months of stock gains to a year or three or five of declines is an inaccurate way to measure. I think you can compare one year up with one year down, three years up with three years down, etc..
@TheJermiester2 ай бұрын
One note on the market cap vs equal weight. The turning point is a bear market. If the bull continues, you probably want to stay with market weight. (i.e. the stocks that have been going up already will likely continue to perform well)
@KevinO729832 ай бұрын
I saw those ads and I knew immediately they were suspicious.
@danmccann34092 ай бұрын
Timing the market with the equal weight S&P? Plot RSP over time (the longer the better) and then compare that to SPY, XLK, QQQ, SPYG etc... What am I missing?
@indianajones33152 ай бұрын
You’re missing that over “the longer the better” timeframe US economic growth has morphed into tech and away from manufacturing. You’re also missing that over time the US became self-sufficient in oil and gas production, while manufacturing has been outsourced to other countries. The Vanguard large cap “value” ETF (VTV) top 10 holdings include JPM, AVGO, WMT, BRK, XOM, and all are close to ATHs, so even VTV is loaded with high multiple stocks.
@baumulrich2 ай бұрын
the tech bubbles overlapping periods are bonkers.... and absolutely useless. if you search for run ups to bubbles and then find the drawdowns, then yes, you will find if it's too hot it will go down. but this doesn't mean where in a bubble
@CLOUD_NZ2 ай бұрын
Buy Joshes new book!!!
@petert8342 ай бұрын
Re: lots of holdings in cash: I wonder how much of that is emergency funds that normally is kept in the bank earning almost nothing, but now have moved to money market funds because of the high rates.
@matthew.m.stevick2 ай бұрын
WAYT 📈🇺🇸
@brianvenable53502 ай бұрын
“Furiosa: A Mad Max Saga” premiered at the 77th Cannes Film Festival on May 15, 2024. Despite positive reviews from critics, it struggled at the box office, grossing $172.8 million worldwide against a budget of $168-$233 million. Specifically, its domestic earnings were $67.5 million, contributing to its overall performance12. Unfortunately, it didn’t fare as well as expected in terms of box office rankings, given its high production costs.
@SportsHec82 ай бұрын
ICE has been a Barron’s round table favorite - rec’d summer of 2023 and Jan 2024 by two different members of the committee
@rightangletriangle31882 ай бұрын
When the yield is low, people is forced to take on more risk to generate income like hiding in dividend stocks. But now with short term rate close to 5%, some of the dividend stocks allocation will be converted to treasuries or money market funds. So, I'm not surprised that cash position is high. The surprise part from the Vanguard survey that younger people have more in cash which they should have in equities as they have longer investment horizon for compounding.
@subzero15382 ай бұрын
I was in BND for a year, was gonna keep adding an holding, then that Vix spike hit. I sold an put it all in qqq
@thomasmerrill35852 ай бұрын
AI stocks will melt up like palantir chart is very interesting
@JoeFitz982 ай бұрын
Phenomenal content as always, you guys are the best out there. hands-down. SuperJob !
@anothername27302 ай бұрын
Down with the ‘Pound
@WhiteCarbon72 ай бұрын
I want to know the percentage of CEOs moving and turning the company around. In my fortune 100 company I dont think a new CEO will help, too much crap management in the way, culture difference.
@NWBIZGUY2 ай бұрын
Only when the tide goes out to you see who’s swimming naked
@jtprx75892 ай бұрын
Nothing is BIGGER than you Josh 😂
@cookinthekitchen2 ай бұрын
I think Starbucks would do a lot better if they lowered their prices
@Roan-xj1mg2 ай бұрын
not long ago, both of you called paypal garbage. Fundamentally, nothing really changed since then, except for the public perception of the stock.
@asdf1234112882 ай бұрын
Apple now forced to unlock phone to other payment systems like venmo seems like a big one
@alexk7292 ай бұрын
He really does look like a War Boy 😂
@sdcaeastcountyfamily2 ай бұрын
I’m buying as many Starbucks put leaps as my retirement accounts can afford
@marduksonofea.slayeroftiam73652 ай бұрын
I can buy Gbil with a higher yield and save on state income tax instead of putting money into your Publix whatever ..
@kraz0072 ай бұрын
Sbux will go down 👇 It's a big ship to turn around quickly 😨
@volnaro2 ай бұрын
CEO pay is out of control.
@brettonwoodsvsbtc12172 ай бұрын
The only way to deal with meta and insta scams is to abandon their platforms. Let's see what platforms do when 200million customers delete their app. Let's do it
@jeremyscallan68702 ай бұрын
Meta shuts down “ misinformation “ but not these scams. Hmmmm
@threecubed2 ай бұрын
Aich Oh Tee Tee Oh Gee Oh.
@chrisg93432 ай бұрын
Weeks ago Josh was saying the market priced in a trump victory. What is it pricing in now since Kamala flipped the polls and trump is spectacularly failing? 😂😂😂 please advise Josh!
@franksmolar2322 ай бұрын
Josh- got it, don’t go into a chat room with anyone
@KickingitLIVEly2 ай бұрын
NEWPORT BEACH SUPER COMMUTER
@jessem82812 ай бұрын
... It was just a joke guys... geez sorry, ❤
@mikekanecopywriter2 ай бұрын
Who’s the new guy? What happened to Callie
@theonlycaulfield2 ай бұрын
That is Callie. They just got a haircut.
@lmankj2 ай бұрын
Fixed income no risk of 5% dah…
@helenachase56272 ай бұрын
God, paypal broke my heart. I bought at over 200.00. They are a woke company and pulled some unforgiveable sh$%t a while back. I dont have much but don't think I want more
@___JJ2 ай бұрын
josh last appearance you have to be an IDIOT to underperform - it isn't hard just buy microsoft, buy nvidia. josh this week - if your portfolio is mag 7 you're in for a suprise
@anthony99712 ай бұрын
SHUT UP AND LISTEN TO STEELY DAN
@SportsHec82 ай бұрын
ICE has been a Barron’s round table favorite - rec’d summer of 2023 and Jan 2024 by two different members of the committee