Stocks Set To Drop Further Due To Margin Contraction, Warns Money Manager Peter Boockvar
HomeBlogStocks Set To Drop Further Due To Margin Contraction, Warns Money Manager Peter Boockvar
Adam Taggart
To-date, Adam’s efforts have educated and informed millions of people just like you, and directed hundreds of $millions of their investment capital into good protection and stewardship – achievements he’s very proud of because he predicts challenging times lie ahead for the unprepared investor.
Stocks have fallen for a number of reasons this year. But there’s another shoe that’s about to drop that should send equity prices even lower: margin compression.
Despite companies’ profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust earnings growth for 2023.
Those estimates are going to have to come down soon in order to better match the unfolding reality.
Next month’s earnings calls are likely to be the catalyst for that, as companies reveal the havoc this current margin compression is having on the current and future earnings.
So even if markets experience a short-term bounce over the next few weeks, it’s likely to be short-lived once the Street is forced to take margin compression seriously.
The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It’s our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
In this episode of Speak Up with Anthony Scaramucci, reformed hedge-fund manager James Lavish, joins Anthony to discuss the latest on crypto, investing and the economy. Lavish delivers a stark warning about an economic crisis that could surpass the Great […]
In this episode of Wealthion, Andrew Brill welcomes Adam Johnson, former Bloomberg TV anchor, turned Portfolio Manager of the Bullseye American Ingenuity Fund, to dissect the current economic climate. Adam shares his views on investment opportunities, his thoughts on whether […]
Join Andrew Brill as he discusses the incredible story of Johann “Psy” Ko ( @FIREPsyChat ), a US Air Force veteran turned financial coach, who conquered a staggering $110,000 debt to achieve financial freedom. In this episode, Psy shares invaluable lessons on […]
This is why we created Wealthion. To bring you the insights of some of the world’s experienced wealth advisors and then connect you with like-minded, independent financial professionals who will create and manage an investment plan custom-tailored to you. We only recommend products or services that we believe will add value to our audience. Some links on our website are affiliate links. This means that if you click on them and use the affiliate’s services, we may receive a payment from the vendor at no additional cost to you.
Schedule a free portfolio evaluation now.
Let us help you find the right financial advisor
Please share a little more information so we can best serve you. This service provided by a registered investment advisor and a subsidiary of Wealthion.
Required Disclosures
We provide you with the following documentation to educate you about Greylock Peak Investments LLC, a registered investment advisor and a subsidiary of Greylock Holdings, LLC, dba Wealthion, and our business relationship with any independent advisor to which you are referred.
By submitting this request to be referred to one of our roster of advisors, you acknowledge that you have read and understand the documents below, and that you will receive further such information detailing the advisor(s) to which you are referred as a follow-up to your request:
