Can't Be A Bubble Without? | Contrarian Signal Consumer Sentiment Hits A Low | Gold Vs Stocks | Earnings Guidance Rises Broken Pie Chart podcast

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Can't Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises

2d ago 39:29

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Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, or neither? Finally, looking at the returns of gold vs stocks plus surprising forward P/E ratio of Walmart vs Nvidia.

Gold vs Stocks performance

Jurrien Timmer's market return attributions comparing earnings vs valuation gains

Bubble or not a bubble.

Earnings multiple changes vs earnings changes

Walmart forward P/E ratio

University of Michigan consumer sentiment of economic conditions index

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 [email protected]

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