Somehow, unbelievably, January is already quite a bit in the books. That’s how fast 2023 goes. We beat the first wave of fourth-quarter earnings reports from companies like Intel, IBM, Microsoft, Netflix, the banks, Visa and American Express; so far, nothing terrible. Some bad reactions but some genuinely good. It just adds to the existing confusion. They say the job of the stock market is to frustrate the maximum number of people at all times. Mission accomplished this year. And don’t look now, Bitcoin is up 40% YTD! What?!?
All the new What Are Your Thoughts for this week, posted above. If you’d like to get the alert when we’re going live every Tuesday night at 5:30pm EST, click this link and hit subscribe: The Compound on YouTube
We had Nathan Vardi at TCAF this week!
You can watch the new TCAF below or listen to it as a podcast.
Podcast version:
Youtube:
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