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We Are Ready For Prime Time
The Compound and Friends
The S&P 500's Second Half Outlook
RBC and Bank of America raised EPS guidance which is surprising to the speaker/nThe speaker believes that manufactured earnings through share buybacks and leveraging isn't healthy and real cash earnings are more important/nThe speaker follows NIPA profits as a measure of true underlying profits and they have been falling for the past two quarters/nSmall handful of companies dominating the S&P 500 can lead to overestimation of S&P 500 profits/nThe speaker is bullish on the innovation segment of the economy but believes overall market may experience a hard landing due to deflationary impact of innovation/nElon Musk can cut prices due to the high margins of his company compared to other auto companies
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