We talk about the RBA's recent rate rise, the outlook for interest rates, the data on stock rally's at the onset of recessions and a quick look at Amazon $AMZN

We talk about Aussie CPI, Australian rent and electricity prices, COVID IT demand pull forward, S&P 500 Breadth, ongoing First Republic Bank turmoil, 5 stock 10 year stock portfolio and a quick look at L'ORÉAL $OL

We talk about US CPI, deposits fleeing US regional banks, 10 picks for a long-term quality fund and a quick look at Auto Trader Group PLC (UK).

We talk about the RBA and RBNZ rate decisions, NZ & Aussie house prices, Dallas Fed loan volume survey, Technology PE premium, 6 months of Salty Investors stock recommendations and a quick look at The Hershey Company $HSY

We talk about the Latest Fed decision, Australian Bond futures, implications for the RBA cash rate and a quick look at Jack Henry & Associates $JKHY

We talk about the Silicon Valley Bank Bailout, tUS CPI, Tiger Global and a quick look at Donnelley Financial Solutions, Inc. (DFIN). Read the William Houston write up at https://wehvalue.substack.com/p/updated-analysis-donnelley-financial/

We talk about the RBA's most recent interest rate rise, Aussie credit cards taking a rest, US personal savings rate collapse and a quick look at Edwards Lifesciences $EW.

We talk about the latest Aussie Inflation, GDP and household savings data. Thefact that Price/Sales ratios in the US are still elevated and a quick valuation on Cerillion Plc thanks to https://twitter.com/long_equity

The Pivot is dead, S&P500 earnings look shaky,  Aussie discretionary retail reports, and a quick look at  HireQuest thanks to https://twitter.com/NoGutsNoGlory57