On the newest edition of What Are Your Thoughts, Josh Brown and Michael Batnick tackle this week's biggest topics on Wall Street, including:
- The stock market's reaction to the vaccine could have been scripted perfectly in advance by just about anyone
- Was there really a reaction to the result of the election, or just a feeling that people are glad it's over
- Corporate profit expectations for 2021 are ramping up as US companies exceed their 2020 estimates
- How ridiculous is the latest reading in the Crash Confidence Index, kept by Professor Robert Shiller?
- The stay at home trade is unwinding
- Can you find a a bond substitute in a time of low rates that does all of the things for your portfolio a bond used to do?
- Where are the next FANGs most likely to come from?
And more!
Leave us a comment and don't forget to email your questions to askthecompoundshow@gmail.com!
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