The Compound and Friends: There's Never Just One Cockroach
Author: Michael Batnick, October 17, 2025
Today's show is sponsored by State Street Investment Management and SPY, the first US-listed exchange traded fund. Visit https://statestreet.com/spy for more information.
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing at podcasts.thecompoundnews.com/show/TCAF.
Market Insights
Retail has been smashing calls for 24 consecutive weeks and reached a record high last week.
Retail been smashing calls for 24 consecutive weeks and record high last week. - Tom (@TradingThomas3)
Single stock inflows were significant, with the 5th-largest in history and the biggest ever for a week the market was down at least 1%.
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_)
Earnings and Bull Market
The good news is that earnings are driving the market 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%.
Author's summary: Expert insights on business and investing.
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