Mag 7 Cap Ex Problem? | SpaceX vs Tesla | Earnings Implied Volatility AAPL vs MSFT | Lots of Dispersion in the S&P 500

Derek Moore is joined by Mike Snyder and Shane Skinner this week to talk about whether the Mag 7 companies have a free cash flow problem compared to historical payout ratios. Then, they look at the relationship in price action between SpaceX and Tesla. Later, what does the options market say about next week's Apple and Microsoft earnings reports? Oh yea, they touch on Strategy changing how it calculates the preferred STRC Sharp ratio, the US Dollar Index breaking out, oil prices, and much more.

Do Mag 7 companies have a free cash flow problem?

Comparing Mag 7 payout ratios to historical levels

How rising cap ex is squeezing free cash flow

The relationship in price action between SpaceX and Tesla

What does the options market imply for next week's Apple earnings?

Comparing earnings implied volatility in AAPL vs MSFT

Strategy changes how it calculates the preferred STRC Sharpe ratio

The US Dollar Index breaks out

Where oil prices go from here

Lots of dispersion under the surface of the S&P 500

Mentioned in this Episode

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

Contact Derek [e-mail]