Mullooly Asset Management

All Hail the Mighty Consumer: Spending Carries the Economy


Listen Later

What might you not know about profit margins, earnings, and the economic sentiment that you absolutely should? Get ready for a profound discussion as we break down Ryan Dietrich's intriguing article, 10 Things You Might Not Know, But Should. We unravel the mystery behind rising profit margins, putting a spotlight on the shifting focus of tech behemoths from income growth to profitability. Delve into the world of earnings and the crafty play of managing expectations to boost future earnings beats. Fascinated by Meta and Facebook's stock growth despite a few earnings misses? Stick around as we unfold the impact of these earnings reports.

Ever wondered why sentiment surveys of manufacturing might not be painting the accurate picture? Join us as we dig deeper into this conundrum, contrasting strong economic indicators with the public perception of an impending doom. As we dissect the third quarter of 2023 and the latest GDP report, we expose the manipulation in media narratives aimed at clickbait. Don't miss out as we demystify the average drawdown of recessions and why panic can massively inflate it. Finally, we round off with a worthwhile lesson about the natural ups and downs of the business cycle, preaching preparedness over panic. After all, stocks can dip lower but they can also rise higher!

...more
View all episodesView all episodes
Download on the App Store

Mullooly Asset ManagementBy Mullooly Asset Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings