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

We talk about Aussie GDP, declines in household disposable income & savings rates. Also comparing US GCP to GDI and a quick look at Smart Parking Ltd $SPZ

We talked about Australian CPI & monthly sales, Aussie retailer r update and a quick look at REA Group $REA

We talk about S&P500 PE multiples vs inflation, hedge fund mega-cap tech positioning, Aussie labour productivity and a quick look at Pro Medicus $PME

We talked about US CPI, peak Fed funds rate recession signal, S&P excess returns over Treasuries, Aussie Wage Price Index and a quick look at Technology One $TNE

We talked about the latest RBA decision, falling job ads versus rising job applications, Correlation between 10 year Treasury yields and S&P 500 P/E multiples and a quick look at Altium Limited $ALU

We talk about Aussie retail trade numbers and the mounting pressure for the RBA to raise rates and a quick look at Cochlear Ltd $COH

We talk about Aussie CPI, chances of an interest rate rise and take a quick look at CSL Ltd $CSL

We talk about equity multiples vs rates, trucking employment, Aussie builder stress & corporate insolvencies, the unemployment rate and a quick look at ResMed $RMD

We talk about Russell 2000 non-earners, 1987 Black Monday analogs, Australian employment data and take quick look at ChemoMetec A/S $CHEMM

We talked about tanking discretionary spending, future returns for bonds and stocks and a quick look at Croda International $CRDA

We talk about Aussie retail turnover, job vacancies, CPI and take a quick look at MarketAxess $MKTX

We talk about Fed forecasts, US housing, yield curve signals and a quick look at Xpel Inc $XPEL

We talk about Consumer sentiment, Aussie Employment, US CPI, US GDP, Quick look at Nongfu Spring $9633

We talk about Australian CPI, Aussie retail spending, and the per capita recession, US delinquencies data and a quick look at Shenzhen Mindray Bio-Medical Electronics $300760

We talk about Aussie inflation, Central bank liquidity vs Nasdaq 100, Jackson Hole, Real assets vs financial assets and a quick look at InterContinental Hotels Group $IHG