4-26-2023 – Why Big Tech Earnings Matter
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 27 April 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Despite banking turmoil, a handful of large-cap tech stocks powered the S&P 500’s gains during the first quarter.
Today's Stocks & Topics: The office Market, Supply Chains, EU - enCore Energy Corp., WTI - W&T Offshore Inc., Trend Following, AG - First Majestic Silver Corp., TSCO - Tractor Supply Co.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.9 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.1 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.9 | This is our Wednesday, April 26, 2023 edition and if you look back at our stock market |
| 0:49.1 | has behaved as of late or the past year or so, it should be obvious that investors, you |
| 0:58.4 | need to adjust to the new market dynamics. |
| 1:01.4 | This is a choppy market, you're getting rallies, you're getting sell-offs, you're getting |
| 1:05.6 | some months where energy leads, the next month tech leads and it's an environment that |
| 1:12.8 | is definitely less trending. |
| 1:17.7 | Or so used to a trending market, I think I saw this that seven out of the last 10 years, |
| 1:23.8 | the stock market was up double digits in seven of those 10 years and one of those years |
| 1:29.6 | it was down more than double digits. |
| 1:31.3 | That means only two out of those 10 years was it up or down just single digits and then |
| 1:38.3 | typically means a trending market and now we're in a market, right now we're mid-single |
| 1:44.9 | digits on the year for the broad indices and we've had a lot of a chop and for some |
| 1:53.7 | people it's been fun, others not so much and it's for the market and for investors it's |
| 2:03.4 | been of a confusing time. |
... |
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