On an all-new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the biggest topics on Wall Street this week, including:
- All the ingredients seem to be in place for a market melt-up into year end - or did that already happen?
- The Armageddonists - JP Morgan's Michael Cembalest returns to his chart of the growliest bears in finance. Hopefully they're not actually investing this way.
- The return of Janet Yellen as President Elect Joe Biden appoints the former Fed Chair to be our next Treasury Secretary
- Dividend stocks have underperformed the S&P 500 going back to 1990, should it matter? Are there big opportunities in dividend stocks today?
- Thinking about the 2021 economy and the potential to swing back to experiences over durable goods
- The Comeback Trade: Stocks most heavily in need of the reopening are outperforming as all the vaccine news hits the tape...
- Are there financial advisors who are interested in taking on younger clients?
- Which of the large cap technology giants are most susceptible to falling from grace?
Let us know your thoughts in the comments below! If you want to submit a topic for next week's show, be sure to send an email to askthecompoundshow@gmail.com.
Josh and Michael used YCharts to create some of the visuals you saw in the show. From fundamentals to technicals and everything in-between, YCharts is our go to site. WAYT viewers can get a 20% discount (new users only). Check it out: http://go.ycharts.com/compound
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