<description>&lt;p class="p1"&gt;&lt;strong&gt;Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment report is giving mixed messages. All this and more this week.&lt;/strong&gt;&lt;/p&gt; &lt;p class="p2"&gt; &lt;/p&gt; &lt;p class="p1"&gt;HOPE = Housing Orders Profits Employment&lt;/p&gt; &lt;p class="p1"&gt;Russell 2000 Cup or Vase with Handle pattern?&lt;/p&gt; &lt;p class="p1"&gt;Fed interest rate cut now at 94% probability&lt;/p&gt; &lt;p class="p1"&gt;Are small caps telling us more rate cuts coming?&lt;/p&gt; &lt;p class="p1"&gt;Earnings expectations on the Russell 2000 Index?&lt;/p&gt; &lt;p class="p1"&gt;CNN Fear and Greed Index showing almost extreme fear&lt;/p&gt; &lt;p class="p1"&gt;Disconnect between Fear and Greed Index vs the stock market&lt;/p&gt; &lt;p class="p1"&gt;Soft data vs hard data disconnect&lt;/p&gt; &lt;p class="p1"&gt;Bitcoin and MicroStrategy or Strategy catches a bid on Vanguard news&lt;/p&gt; &lt;p class="p1"&gt;ADP soft private employment data&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p4"&gt;&lt;strong&gt;Mentioned in this Episode&lt;/strong&gt;&lt;/p&gt; &lt;p class="p5"&gt; &lt;/p&gt; &lt;p class="p6"&gt;&lt;span class="s1"&gt;Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast &lt;a href= "https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead"&gt; &lt;span class= "s2"&gt;https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p5"&gt; &lt;/p&gt; &lt;p class="p4"&gt;Derek Moore's book Broken Pie Chart &lt;a href= "https://amzn.to/3S8ADNT"&gt;&lt;span class= "s3"&gt;https://amzn.to/3S8ADNT&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p1"&gt;Jay Pestrichelli's book Buy and Hedge &lt;a href= "https://amzn.to/3jQYgMt"&gt;&lt;span class= "s2"&gt;https://amzn.to/3jQYgMt&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p7"&gt; &lt;/p&gt; &lt;p class="p4"&gt;Derek's book on public speaking Effortless Public Speaking &lt;a href="https://amzn.to/3hL1Mag"&gt;&lt;span class= "s2"&gt;https://amzn.to/3hL1Mag&lt;/span&gt;&lt;/a&gt;&lt;/p&gt; &lt;p class="p3"&gt; &lt;/p&gt; &lt;p class="p6"&gt;&lt;span class="s1"&gt;Contact Derek &lt;a href= "mailto:derek.moore@zegainvestments.com"&gt;&lt;span class= "s2"&gt;derek.moore@zegainvestments.com&lt;/span&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt; &lt;p class="p5"&gt; &lt;/p&gt; &lt;p class="p8"&gt; &lt;/p&gt; &lt;p class="p8"&gt; &lt;/p&gt; &lt;p class="p8"&gt; &lt;/p&gt;</description>

Broken Pie Chart

Derek Moore

Small Caps Telling Us Rate Cuts | It's Not Just the Mag 7 Near All-Time Highs | Fear & Greed Index Disconnect | HOPE Economic Sequence

DEC 4, 202543 MIN
Broken Pie Chart

Small Caps Telling Us Rate Cuts | It's Not Just the Mag 7 Near All-Time Highs | Fear & Greed Index Disconnect | HOPE Economic Sequence

DEC 4, 202543 MIN

Description

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment report is giving mixed messages. All this and more this week. HOPE = Housing Orders Profits Employment Russell 2000 Cup or Vase with Handle pattern? Fed interest rate cut now at 94% probability Are small caps telling us more rate cuts coming? Earnings expectations on the Russell 2000 Index? CNN Fear and Greed Index showing almost extreme fear Disconnect between Fear and Greed Index vs the stock market Soft data vs hard data disconnect Bitcoin and MicroStrategy or Strategy catches a bid on Vanguard news ADP soft private employment data Mentioned in this Episode Rob Arnott on "The Bubble You Can't Short" episode of Excess Returns podcast https://excessreturnspod.com/podcast/excess-returns/episode/the-bubble-you-cant-short-rob-arnott-on-what-you-can-do-instead 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]