We talk about Aussie unemployment, Glamour stocks vs today,  corporate insider buying, unemployment correlated to S&P 500 returns, and a domino's pizza quick analysis.

We talk about the RBA rate rise, mortgage stress, inflation, FANG cashflow and Paychex $PAYX.

US rate hike, Aussie mortgage stress,  big tech earnings, Adani, Canadian Pacific bonds, and $NVO Novo Nordisk.

We talk about Australian inflation, business confidence rolling over, S&P 500 earnings, yield curve, Jeremy Grantham, home loan resets and The Lottery Corp $TLC.AX

Housing affordability, home builder cancelled contracts, home inventories, D.R Horton Inc, Deep value dislocated, Robert Half International quick analysis.

Please follow Larry at the below: 

https://twitter.com/Larryjamieson_ 

https://buybackcapital.substack.com/ 

https://www.youtube.com/channel/UC9t-fFXoquhEuby3KaHrIxQ/featured

We talk about Strong Xmas Retail Sales,  Discretionary Retailer stocks going for a run, Cliff Asness's  global value spread and a quick look at OTIS.

We talk about the state of Australian mortgage holders Howard Marks latest memo, John Hussman on valuation, DOCS valuation and look at quality 13F returns vs US S&P 500.

We talk about the latest Fed Interest rate hike, typical market bottoms in a recession, Active vs Passive inflows, the plunge in Real Australian wages and income, MANAMA stocks vs S&P494/World and the op 10 and 20 holdings of Quality funds.

We talk about the latest RBA rate rise, S&P500 earnings revisions  and take a look at Chris Holm's portfolio.