The Compound and Friends: There's Never Just One Cockroach
By Michael Batnick, October 17, 2025
Today's show is sponsored by State Street Investment Management and SPY, the first US-listed exchange traded fund.
Join Downtown Josh Brown, Michael Batnick, and their friends every Friday for expert insight and hot takes on business and investing at podcasts.thecompoundnews.com/show/TCAF.
Market Insights
- Retail has been smashing calls for 24 consecutive weeks, with a record high last week, according to Tom (@TradingThomas3).
- Single stock inflows were the 5th-largest in history and the biggest ever for a week the market was down at least 1%, notes Connor Bates (@ConnorJBates_).
"Single stock inflows were the 5th-largest in history and the biggest ever for a week the market was down at least 1%." - Connor Bates (@ConnorJBates_)
The good news is that earnings are driving the market, with the P/E ratio only up 1% year-over-year, while earnings are up 11%, as the bull market enters its fourth year.
Author's summary: Market insights and expert analysis on business and investing.