The Salty Investors

We talk about US CPI, Jeremy Grantham's latest missive, Financial Toolbar Chrome Extension and a quick look at Cisco Systems $CSCO

We talk about Australian GDP, S&P 500 Tech sector record Price to Sales ratio, S&P600 Small Caps PE lattractiveness and a quick look at Somero Enterprises $SOM

We talk about Retail trade & CPI, half year results from Adairs and Dusk, GMO 7 year forecasts, the craziness of NVIDA and a quick look at Texas Pacific Land Corporation $TPL

We talk about the valuation gap between the S&P 500 Energy & Tech sectors, market concentration of the top 10% of stocks and a quick look at Singapore Exchange Ltd $SPXCF

We talked about Aussie unemployment, US CPI, GMO on S&P500 concentration, Microsoft vs US Energy sector and a quick look at Unilever $ULVR

We talked about Australian CPI and housing, Nick Scali results, US Non-farm payrolls data, market cycles & a quick look at BOLSA MEXICANA DE VALORES $BOLSA/A

We talk about Australian CPI and retail sales and take a quick look at Nick Scali Ltd $NCK

We talk about the atest NAB Business suvey, the Kouk's predictions Aussie unemployment $CPI and a quick look at Car Group Ltd $CAR

We talk about the Fed pivot and possible outcomes for the stock market. Chapter 11 filings on the rise, a review of stocks covered on the podcast this year and a quick look at Objective Corp OCL.

We talk about Powell's dovish comments, the Feds dot plot, Aussie unemployment rate, real disposable income collapse and a quick look at Korvest Ltd $KOV