Optimism versus pessimism. Two trading updates offer a nice illustration of the conflict.
What's Not Priced In
AI is not a substitute for good research.
Don’t celebrate too early. The RBA certainly isn’t.
In this episode of What’s Not Priced In, Greg Canavan takes us through why the market is still underpricing the risk of recession.
Markets are not at a capitulation low yet. Don’t be surprised by further falls.
Only 40 stocks in the ASX 200 are in the green this month. Markets are blaming rising bond yields. So where do things stand? Will interest rates remain ‘higher for longer’ and further depress stock valuations? Or will the economy buckle under the high interest rate regime, forcing central banks to cut rates? And will that really be a boon for markets (hint, no, it won’t). Are we entering a new bear market? And is there still room for a skilled stock picker to snag bargains? Greg Canavan and I covered all this and more in the latest episode of What’s Not Priced In.