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Stock market experts Jason Moser and Bill Mann join hosts Alison Southwick and Robert Brokamp to share Valentine's Day themed stories about stocks. Topics include Wall Street's reaction to the latest inflation print, Shopify acting like a growth stock, and a potential partnership for Tiger Woods. The hosts also discuss investing lessons and relate them to the concept of love, sharing personal stories of investing mistakes.
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Quick takeaways
- Higher-than-expected inflation report caused a market sell-off, highlighting the impact of deviating from market expectations.
- Despite a stock drop, Shopify's strong revenue growth and investment in performance marketing present a buying opportunity for long-term investors.
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Inflation Report Influences Stock Market
The stock market reacted to a higher-than-expected inflation report, causing a sell-off. The CPI print came out at 3.1% on the year, surpassing economists' expectations of 2.9%. The report revealed that valuations reflect market expectations, and when reality deviates from these expectations, it can lead to selling. The market had previously anticipated a rate cut from the Federal Reserve, but the decreased possibility of a rate cut led to a negative market response.
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