Thinking Long & Short: An Investment Professionals Podcast

Bear Market Rally or New Highs? - EP 68


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- S&P 500 snaps 4-week winning streak as new inflation data in Europe & UK and FOMC minutes spook investors

- The stock market is likely heading much lower from here as this bear market rally is losing steam

- Housing sector continues to slow as rising rates drag demand, bond market continues to signal recession

- Walmart & Target earnings tell the real story of the consumer as higher-income households change shopping trends

- Inflation Reduction Act is already causing inflation to get much worse

- 1% share buyback tax is causing businesses like Apple to buy back stock aggressively in 2022

- Global auto market being impacted by drop in demand coupled with higher materials/labor costs

- Sovereign wealth funds own approximately 3% of the entire US stock market

- Perfect Spiral Podcast available on Spotify at https://open.spotify.com/show/1q3PEgbgV1qrbO7fEK6TbU?si=c860490a46284cd6

- Stay in Step Veteran Ministry Podcast available on Spotify at https://open.spotify.com/show/0k9mS4myGWY3GjasiyAoC1?si=d5505dc239c34cc6

- Subscribe to True North Market Research's Investor Newsletter at truenorthmarketresearch.substack.com for daily market updates and deeper investment analysis 

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Thinking Long & Short: An Investment Professionals PodcastBy True North International Partners, LLP