Wrong on Inflation | NVDA Earnings | PCE Inflation vs CPI Inflation | Sell in May Didn’t Work
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Wrong on Inflation | NVDA Earnings | PCE Inflation vs CPI Inflation | Sell in May Didn’t Work
-
Narrado por:
-
De:
Acerca de esta escucha
Derek Moore explains how what sometimes seems obvious isn’t what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year. Plus, NVDA had its earnings and the stock’ forward PE is lower due to the next 12-month analyst estimates being near all-time highs. Plus, sell in May would have been a mistake as markets recovered and are now back to within several percent of all-time highs.
PCE Inflation vs CPI Inflation
NVDA forward PE ratio and earnings EPS estimates
Calendar Spreads vs Diagonal spreads explained
Inflation continues to be lower
University of Michigan consumer sentiment survey says 1-year inflation 6.6%
Atlanta FED GDP Now
EconPi
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