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Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about whether the Mag 7 companies have a free cash flow problem compared to historical payout ratios. Then, they look at the relationship in price action between SpaceX and Tesla. Later, what does the options market say about next week's Apple and Microsoft earnings reports? Oh yea, they touch on Strategy changing how it calculates the preferred STRC Sharp ratio, the US Dollar Index breaking out, oil prices, and much more.
Do Mag 7 companies have a free cash flow problem?
Comparing Mag 7 payout ratios to historical levels
How rising cap ex is squeezing free cash flow
The relationship in price action between SpaceX and Tesla
What does the options market imply for next week's Apple earnings?
Comparing earnings implied volatility in AAPL vs MSFT
Strategy changes how it calculates the preferred STRC Sharpe ratio
The US Dollar Index breaks out
Where oil prices go from here
Lots of dispersion under the surface of the S&P 500
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 derek.moore@zegainvestments.com
