Earnings Bonanza as We Wait on the Fed

Left Brain Thinking

Things in the markets are finally starting to look up!

We've cut a pessimistic figure over the last few months, and with good reason, but there seem to be signs that it could be time to become positive on investing again.

This week CEO Noland Langford and Director of Research, Brian Dress, cover many of the major earnings reports of the week, including from Alphabet ($GOOGL), ServiceNow ($NOW), Shopify ($SHOP), Facebook ($META), Enphase Energy ($ENPH) and many more.

The conclusion we are drawing is that as markets do begin to recover is that market leadership is likely to be different than in the last bull market. Large cap tech firms like Amazon and Microsoft may continue to underperform and we are focusing our attention more on opportunities in small and mid-cap stocks.

We close out the episode talking bonds again. We know that investors are starting to see CDs offering interest rates of approximately 4% out in the market, but we think investors should be focusing on investment grade corporate bonds, where rates are more like 7%, default risk is low, and where bondholders can maintain liquidity, in contrast to the way CDs tie up your funds.

Topic 1: Earnings -- Beat Down Companies Regain Footing Topic 2: Train Leaving the Station on High Quality Bonds?

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