Downtown Josh Brown
@downtownjoshbrown.bsky.social
🚢 “Titanic” signal flashing for US stocks
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
US Stock Market Flashes Dreaded “Titanic” Signal
YouTube video by The Compound
youtu.be
November 12, 2025 at 12:03 PM
🚢 “Titanic” signal flashing for US stocks
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
There's something worse than recession and we're already in it.
Mamdani, Trump are just opposite expressions of the same problem
www.downtownjoshbrown.com
November 8, 2025 at 4:28 PM
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
Eric Jackson and the Search for the Next 100 Bagger
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
November 7, 2025 at 3:16 PM
Eric Jackson and the Search for the Next 100 Bagger
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now.
www.youtube.com/watch?v=zT1p...
www.youtube.com/watch?v=zT1p...
The Stock Market is Secretly Getting Killed | WAYT?
YouTube video by The Compound
www.youtube.com
November 5, 2025 at 1:37 AM
More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now.
www.youtube.com/watch?v=zT1p...
www.youtube.com/watch?v=zT1p...
My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade.
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brian Belski Says "The Bull Market Continues"
YouTube video by The Compound
youtu.be
November 4, 2025 at 12:34 AM
My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade.
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time.
rogerlowenstein.substack.com/p/dont-let-t...
rogerlowenstein.substack.com/p/dont-let-t...
Don’t Let the Fed Become a Wing of Mar-a-Lago
Kevin Hassett Unfit to Run the Central Bank
rogerlowenstein.substack.com
November 3, 2025 at 3:24 PM
Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time.
rogerlowenstein.substack.com/p/dont-let-t...
rogerlowenstein.substack.com/p/dont-let-t...
Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance.
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
Earnings Week at the AI Circus | WAYT?
YouTube video by The Compound
www.youtube.com
October 29, 2025 at 10:17 AM
Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance.
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
October 27, 2025 at 11:58 PM
October 27, 2025 at 2:01 PM
New York has 14 professional sports teams and all of them lost today.
October 27, 2025 at 1:03 AM
New York has 14 professional sports teams and all of them lost today.
@sonalibasak.bsky.social absolutely crushed her first TCAF appearance- get ready to learn a lot about what’s really happening in finance these days.
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
It’s Only a Bubble If You Panic | TCAF 214
YouTube video by The Compound
youtu.be
October 26, 2025 at 2:36 AM
@sonalibasak.bsky.social absolutely crushed her first TCAF appearance- get ready to learn a lot about what’s really happening in finance these days.
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
YouTube: youtu.be/RZEhwdSYIos?...
Spotify: open.spotify.com/episode/2BWe...
The Stock Market Booms While No One Can Get a Job
Warner Bros puts itself (and Superman) up for sale
Netflix earnings are out
Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there.
www.youtube.com/watch?v=Idxd...
Warner Bros puts itself (and Superman) up for sale
Netflix earnings are out
Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there.
www.youtube.com/watch?v=Idxd...
October 21, 2025 at 8:54 PM
The Stock Market Booms While No One Can Get a Job
Warner Bros puts itself (and Superman) up for sale
Netflix earnings are out
Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there.
www.youtube.com/watch?v=Idxd...
Warner Bros puts itself (and Superman) up for sale
Netflix earnings are out
Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there.
www.youtube.com/watch?v=Idxd...
Wayne’s World was the first ever podcast.
October 21, 2025 at 5:47 PM
Wayne’s World was the first ever podcast.
If historical patterns hold, we haven’t seen the highs for the year just yet. My friends Jessica Rabe and Nick Colas came by today for a look at the stock market opportunity from here.
youtu.be/GLu_RhhEHhI?...
@datatrekresearch.bsky.social
youtu.be/GLu_RhhEHhI?...
@datatrekresearch.bsky.social
A Year-End Rally Could Double The S&P 500's Gain This Year
YouTube video by The Compound
youtu.be
October 21, 2025 at 12:48 AM
If historical patterns hold, we haven’t seen the highs for the year just yet. My friends Jessica Rabe and Nick Colas came by today for a look at the stock market opportunity from here.
youtu.be/GLu_RhhEHhI?...
@datatrekresearch.bsky.social
youtu.be/GLu_RhhEHhI?...
@datatrekresearch.bsky.social
There's only 4 legs holding up the table right now
1. Record corporate profits, valuations
2. An asymptotic interest rate cut that never arrives but is always on its way.
3. The AI CapEx Boom driving S&P 500 EPS
4. Trumpland Deregulation (SEC, IRS, etc)
www.downtownjoshbrown.com/p/when-will-...
1. Record corporate profits, valuations
2. An asymptotic interest rate cut that never arrives but is always on its way.
3. The AI CapEx Boom driving S&P 500 EPS
4. Trumpland Deregulation (SEC, IRS, etc)
www.downtownjoshbrown.com/p/when-will-...
New Post
Let's not kick out all four legs of the current bull market
www.downtownjoshbrown.com
October 19, 2025 at 8:13 PM
There's only 4 legs holding up the table right now
1. Record corporate profits, valuations
2. An asymptotic interest rate cut that never arrives but is always on its way.
3. The AI CapEx Boom driving S&P 500 EPS
4. Trumpland Deregulation (SEC, IRS, etc)
www.downtownjoshbrown.com/p/when-will-...
1. Record corporate profits, valuations
2. An asymptotic interest rate cut that never arrives but is always on its way.
3. The AI CapEx Boom driving S&P 500 EPS
4. Trumpland Deregulation (SEC, IRS, etc)
www.downtownjoshbrown.com/p/when-will-...
Gold and silver rally, lending losses spook the stock market and more!
Bill Baruch on an all new TCAF, up now. Have a great weekend guys.
Spotify: open.spotify.com/episode/20rq...
YouTube: youtu.be/q1Uq3J3OIG8?...
Bill Baruch on an all new TCAF, up now. Have a great weekend guys.
Spotify: open.spotify.com/episode/20rq...
YouTube: youtu.be/q1Uq3J3OIG8?...
October 17, 2025 at 10:03 PM
Gold and silver rally, lending losses spook the stock market and more!
Bill Baruch on an all new TCAF, up now. Have a great weekend guys.
Spotify: open.spotify.com/episode/20rq...
YouTube: youtu.be/q1Uq3J3OIG8?...
Bill Baruch on an all new TCAF, up now. Have a great weekend guys.
Spotify: open.spotify.com/episode/20rq...
YouTube: youtu.be/q1Uq3J3OIG8?...
The NEW ritholtzwealth.com is finally here
October 15, 2025 at 9:56 PM
The NEW ritholtzwealth.com is finally here
Wall Street’s Q3 earnings are on fire. JPM is forecasting $100 billion in net interest income next year, BlackRock now has $13.5 trillion under management, Wells Fargo and Citi surprised on profitability while Goldman is having a moment in its I-banking business.
www.youtube.com/live/Zw5rfRi...
www.youtube.com/live/Zw5rfRi...
Wall Street is Firing On All Cylinders | WAYT?
YouTube video by The Compound
www.youtube.com
October 15, 2025 at 11:06 AM
Wall Street’s Q3 earnings are on fire. JPM is forecasting $100 billion in net interest income next year, BlackRock now has $13.5 trillion under management, Wells Fargo and Citi surprised on profitability while Goldman is having a moment in its I-banking business.
www.youtube.com/live/Zw5rfRi...
www.youtube.com/live/Zw5rfRi...
Rocket Companies pulled off two gigantic acquisitions this summer and became a $50 billion real estate and mortgage finance machine in the process. CEO Varun Krishna on how AI and vertical integration are about to change the home-buying process forever:
www.youtube.com/watch?v=Ih2Q...
www.youtube.com/watch?v=Ih2Q...
How Rocket Built the Amazon of Home Buying
YouTube video by The Compound
www.youtube.com
October 14, 2025 at 12:13 AM
Rocket Companies pulled off two gigantic acquisitions this summer and became a $50 billion real estate and mortgage finance machine in the process. CEO Varun Krishna on how AI and vertical integration are about to change the home-buying process forever:
www.youtube.com/watch?v=Ih2Q...
www.youtube.com/watch?v=Ih2Q...
Retail investors just bought $100 billion worth of stock in the past month, a record inflow for the ages. Scott Nations on an all new The Compound and Friends!
Apple: podcasts.apple.com/us/podcast/r...
Spotify: open.spotify.com/episode/3mbE...
YouTube: www.youtube.com/watch?v=Q1Ds...
Apple: podcasts.apple.com/us/podcast/r...
Spotify: open.spotify.com/episode/3mbE...
YouTube: www.youtube.com/watch?v=Q1Ds...
October 10, 2025 at 1:17 PM
Retail investors just bought $100 billion worth of stock in the past month, a record inflow for the ages. Scott Nations on an all new The Compound and Friends!
Apple: podcasts.apple.com/us/podcast/r...
Spotify: open.spotify.com/episode/3mbE...
YouTube: www.youtube.com/watch?v=Q1Ds...
Apple: podcasts.apple.com/us/podcast/r...
Spotify: open.spotify.com/episode/3mbE...
YouTube: www.youtube.com/watch?v=Q1Ds...
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October 8, 2025 at 6:20 PM
Yes I accept all cookies.
October 7, 2025 at 10:17 PM
Today at 5pm ET I'm going to introduce you to the Low Altitude Economy (LAE) and the eVTOL theme, tell ylou why everyone is suddenly watching BDCs and much more. Join me live.
www.youtube.com/live/6LXC6DB...
www.youtube.com/live/6LXC6DB...
October 7, 2025 at 8:11 PM
Today at 5pm ET I'm going to introduce you to the Low Altitude Economy (LAE) and the eVTOL theme, tell ylou why everyone is suddenly watching BDCs and much more. Join me live.
www.youtube.com/live/6LXC6DB...
www.youtube.com/live/6LXC6DB...