The Salty Investors

We talk about Aussie flash PMI, US bank credit, Wilshire 5000 vs. Wages & Salaries and a quick look at OTC Markets $OTCM

We talk about Australian Employment and Labour Costs, Fed minutes, Chinese property, ECRI recession charts and a quick look at EPAM Systems $EPAM

We talk about US CPI, China Import & Export numbers, US personal savings rate and a quick look at Hong Kong Exchanges and Clearing Limited HKG: $0388

We talk about Australian CPI and retail quarterly sales, Fitch downgrade of US credit and a quick look at Foshan Haitian Flavouring & Food Co. $603288

We talked about the Australian Employment, RBA futures, SEEK job ad numbers and a quick look at RELX PLC $RELX.

We talk about US inflation, the probability of future interest rate hikes, the top 10 stocks in the S&P500 NASDAQ sentiment, yield curve inversion, and a quick look at Black Stone Minerals $BSM

We talked about RBA rate decision, Aussie mortgage stress, luxury vehicle sales and a quick look at Exponent $EXPO

We talk about Australian CPI, RBA cash rate, Hussman' lessons on inflation, retail turnover and also take quick look at Accenture $ACN

We talk about Best & Less latest downgrade, US Bank Credit & Credit Conditions, and we take a quick look at UnitedHealth Group $UNH

We talk about the latest Fed decision, dot plots, tightening US credit DJS retail recession and a quick look at Zoetis $ZTS

We talk the latest RBA interest rate rise, GDP per capita going negative, the retail recession, Aussie discretionary retail profit warnings, ISM new orders tanking and a quick look at IDEXX Laboratories $IDXX

We talk about the latest Australia CPI data, RBA meeting expectations and a quick look at Waters Corp. $WAT

We talked about S&P500 Market Breadth RBA expectations, DUSK Group profit warning and a quick look at Procter & Gamble $PG

We talk about S&P 500 earnings possibly trending down, weak participation ad a quick analysis of Graco $GGG

We discuss whether US tech really is a safe haven, record low commodities compared to stocks and a quick look at Costco $COST

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 Australian CPI reading and implications for the RBA. Fixed rate mortgage cliff looming. Creative accounting as an end of cycle indicator. US Jobless Claims likely rising, US Mortgage Applications plummet and a quick look at Old Dominion $ODFL.

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