Recession Indicators | Gold Oil Ratio | Fed Cut Probabilities Jump | Net Profit Margins By Decade
By Derek Moore
Show Summary:
Derek Moore and Shane Skinner talk about the rally in gold no one seems to care about and the gold oil ratio. Then, they go through the indicators used to determine recessions and note they don’t seem that bad, although nonfarm payrolls did disappoint. But private sector jobs are growing while the government jobs are falling, so are fed cuts greenlit? Later, looking at S&P 500 net income margin percentage average per decade. Yup, they’ve been rising each decade. Finally, looking at forward PE ratios against forward EPS and how some stocks like Broadcom got cheaper after last earnings. All this and much more!
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Topics Include:
- Next companies that are likely to join the S&P 500 Index
- Employment rate and non-farm payrolls
- Government vs Private Sector jobs
- Gold Oil ratio and what it means at these levels
- The rally in Gold over the past couple of years
- Central Banks buying gold
- AVGO Broadcom earnings and forward PE ratio and forward EPS estimates
- Recession indicators
- S&P 500 Index net profit margins by decade (they are rising)
- Why margins may not revert to the mean
- Fed rate cut probabilities jump after employment report
Mentioned in this Episode
Jay Pestrichelli’s book Buy and Hedge
Derek’s new book on public speaking Effortless Public Speaking
Derek Moore’s book Broken Pie Chart
Contact Derek