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The Compound and Friends: There's Never Just One Cockroach
Michael Batnick
October 17, 2025
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The Compound and Friends:
On today’s show, we discuss:
Charts:
Tweets/Bluesky:
Retail been smashing calls for 24 consecutive weeks and record high last week.
— Tom (@TradingThomas3)
9:53 PM • Oct 15, 2025
Buy The Dip Crowd.
"Single stock inflows were the 5th-largest in history and the biggest ever for a week the market was down at least 1%."
Source: BofA
— Connor Bates (@ConnorJBates_)
9:38 PM • Oct 15, 2025
The good news is that earnings are doing the heavy lifting as we enter year 4 of this bull market. Following Friday’s decline, the P/E ratio is only up 1% year-over-year, while earnings are up 11%. This is in line with my expectation at the beginning of the year that after two
— Jurrien Timmer (@TimmerFidelity)
2:00 PM • Oct 16, 2025
Bill Baruch:
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