Unemployment Bad News? | Markets After Elections | Michael Saylor Bitcoin 21-21 Strategy | Trump vs. Harris Election Analysis

By Derek Moore

Show Summary:

Derek Moore and Jay Pestrichelli go through the recent unemployment numbers to see whether it was as bad as reported. Plus, did the recent hurricane throw of the surveys? Then they look at next week’s prediction for interest rates for the Fed Meeting. Derek and Jay pull up the 30-year mortgage rate vs the 10-year treasury and talk about what’s happened since the first Fed cut. Later they look at housing starts vs completions and try to make sense of whether its bullish or bearish, the market concentration of the top 10 stocks, seasonality in the S&P 500 index, and looking at earnings so far including whether companies are beating and what sectors are doing well. Oh, and some discussion on Michael Saylor’s MicroStrategy 21-21 Bitcoin strategy. Then stay tuned as Spencer Wright joins Derek to review the data in the upcoming election. Are the polls accurate? How is Trump performing vs Biden and Clinton in previous races? The electoral college states that matter and even a potential election tie.

You can click below to listen:

Or Your Favorite Podcast App to Listen and Subscribe to Get Notified of New Episodes

Apple Podcasts

Spotify Podcasts

The listening experience is better if you download the Spotify app, Apple Podcasts app, or your preferred podcast app and subscribe so that you get each show as it is published.

Topics Include:

Unemployment disappoints?
How the predictions all missed except for Bloomberg survey that was closer
Analyzing the jobs data and is it the bad news is good news again scenario ahead of the Fed?
Michael Saylor Bitcoin MicroStrategy 21-21 strategy
Earnings beats and evaluating the EPS and revenue by sector
S&P 500 Index seasonality post elections and non-election years
Housing starts minus completions and what it means if anything
The stock markets current bullish streak
Top 10 S&P stocks now 37% of the index
US Federal government spending vs. tax revenue
30-year mortgage rates and the 10-year treasury go higher since 1st Fed cut
What are fed funds futures predicting for rate cut at next week’s Fed meeting?
Is bad weather to blame for low respondent rates to employment surveys?
Trump vs. Harris based on the latest polling data
Will the polls be accurate this time (correcting polling errors?)
Predictions on who will win
Comparing Trump’s numbers this year 2024 vs 2020 and 2016 in the swing states