TDI Podcast: The Asymmetry of Idiots (#406)

In this episode we discuss that the pace of first-quarter profit warnings from S&P 500 companies is running slightly ahead of the pace of set at the same time a year ago, and well ahead of the five-year average, according to data provided by FactSet.

We also spend some time deconstructing the media’s idea that oil pricing helps stocks while the higher dollar hurts, but only on a transitory basis. Asymmetry my ¬† &*%% – Absolute nonsense!

negative outlook

 Also discussed are ideas for investing in GoPro (GRPO) and Lumber Liquidators (LL).

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