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Wrong on Inflation | NVDA Earnings | PCE Inflation vs CPI Inflation | Sell in May Didn’t Work

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Manage episode 486435240 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Derek Moore explains how what sometimes seems obvious isn’t what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year. Plus, NVDA had its earnings and the stock’ forward PE is lower due to the next 12-month analyst estimates being near all-time highs. Plus, sell in May would have been a mistake as markets recovered and are now back to within several percent of all-time highs.

PCE Inflation vs CPI Inflation

NVDA forward PE ratio and earnings EPS estimates

Calendar Spreads vs Diagonal spreads explained

Inflation continues to be lower

University of Michigan consumer sentiment survey says 1-year inflation 6.6%

Atlanta FED GDP Now

EconPi

Mentioned in this Episode

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]

  continue reading

328 episodes

Artwork
iconShare
 
Manage episode 486435240 series 2426951
Content provided by Derek Moore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Derek Moore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Derek Moore explains how what sometimes seems obvious isn’t what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year. Plus, NVDA had its earnings and the stock’ forward PE is lower due to the next 12-month analyst estimates being near all-time highs. Plus, sell in May would have been a mistake as markets recovered and are now back to within several percent of all-time highs.

PCE Inflation vs CPI Inflation

NVDA forward PE ratio and earnings EPS estimates

Calendar Spreads vs Diagonal spreads explained

Inflation continues to be lower

University of Michigan consumer sentiment survey says 1-year inflation 6.6%

Atlanta FED GDP Now

EconPi

Mentioned in this Episode

Derek Moore’s book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3jQYgMt

Derek’s book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [email protected]

  continue reading

328 episodes

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