The Salty Investors

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.

We talk about Aussie & US inflation, Aussie Rental & Electricity costs skyrocketing, US Consumer excess savings drying up, 1994 analog and Moonpig.

We talk about the Australian Economy  Interest Rates, Inflation Cycles Quality Compounders and FactSet (FDS).

We have a look at the extraordinary implosion of FTX and Sam Bankman-Fried.

RBA turns dovish, EPS revisions & 13F highlights.

This week we talk about the danger of betting on a Fed Pivot, Earnings downgrade from JHX, Roku & Cardlytics warn on advertising spend, an update on Pointerra  and we look at Smartgroup Corp & Codan

We discuss RBA and Fed interest rate hikes, S&P500 earnings revisions. The power of customer loyalty programs and whether you would buy have bought high multiple quality companies in past decades.

This week we talk about Aussie Inflation, the RBA, Microsoft Earnings, MANTA vs Fed, Profit Margins, Unicorns, Roubini and Tencent.

Talking about RBA Warning, Unemployment Lagging Indicator, Copper Price, Retail Puts, Bears in Control, ARKK Inflows, Wide-Moat Stock Discounts with a bit of salt.

We talk about Cathie (Karen) Wood, the inverse Cramer, Lagging Employment Data and interesting investment trends.

In this episode we discuss the recent interest rate decision by the RBA, inflation friend of the show Stanley Druckenmiller drops in,  what to buy in a market crash and a micro-cap company on the radar.

We talk about Recession warning signals, long term stock market returns and finding compounders.

In this episodes the salty investors talk about the recent Fed rate hike, Niall Ferguson and Stan Druckenmiller's predictions and how to find value in the market

Rough start but we started :) Reference: https://mebfaber.com/2022/08/22/e438-arnott-harvey/