Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23

1

Introduction

00:00 • 5min

2

Is the Economy Accelerating Again?

04:53 • 3min

3

What Is the Market Saying About the Jobs Report?

07:53 • 4min

4

The Labor Market Is Still Hanging in There

11:46 • 2min

5

Commodities - Can We Really Feel Good About That?

14:04 • 2min

6

Is the China Reopening a Big Deal?

16:11 • 4min

7

Mortgage Rates Jumped Back Into the High Fives for the First Time Since September

20:32 • 3min

8

Apple's Earnings Reversal Will Not Derail Your Long-Term Investment Thing

23:52 • 2min

9

Apple's Service Revenues Boosted Despite the First Miss in Almost 7 Years

25:33 • 5min

10

The Dow Hits a New High Again

30:35 • 2min

11

Muni Bonds - The Golden Age of Public Finance

33:02 • 3min

12

Mass Transit Is Too Important to Fail

35:43 • 4min

13

Are You Back in the Office?

39:18 • 2min

14

Media Stocks Posting Monster Gains to Start the Year

41:09 • 3min

15

Media Stocks - Where Are the Best Opportunities?

44:26 • 4min