Jay Pestrichelli once again joins Derek Moore whether stocks never make new lows after retracing half a bear market drawdown. Plus, how many in the industry have never see a rising rate environment. Then, deconstructing earnings, profit margins, and revenues to go under the hood and how the US dollar strength plays into all of this.

Have stocks ever went on to new lows after retracing half a bear market drawdown?

Looking at the 2000-2002 bear market

Reviewing the 2008-2009 great recession

Chart crimes

Most investment professionals haven't seen a rising rate environment

Relationship between profit margins and earnings

Relationship between revenues and earnings

Playing devils advocate on net profit margins

How the US Dollar strength is affecting earnings

Some TV show recommendations

Mentioned in this Episode:

Debating what a recession is https://podcasts.apple.com/us/podcast/debating-what-a-recession-is-someone-is-wrong/id1432836154?i=1000571629306

Does a strong dollar pose problems for US companies? https://podcasts.apple.com/us/podcast/is-the-strong-us-dollar-a-problem/id1432836154?i=1000571388439

Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3Je7xqa

Contact Derek [email protected]