High Valuation Ok? Midterm Year Performance Supreme Court Tariff Ruling Google's Number 2 Payrolls

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether higher valuations are warranted based on rising profit margins. Then, they think about whether the upcoming Supreme Court ruling on tariffs matters for the market. Later, they discussed Google passing Apple for the highest valued company in the S&P 500 Index, midterm election years performance vs other years, regression channels in the S&P 500 Index, payroll numbers, interest rates, and even copper prices. Midterm year performance vs other presidential cycle years Supreme Court Ruling on Tariffs and what it means for markets Copper prices are about to break out or break down? Fed interest rates saying no cuts until after Powell leaves? Semiconductor earnings estimates vs the S&P 500 Index as a whole Polymarket sees only a 25% chance tariffs are upheld Google (Alphabet) surpasses Apple to be world behind Nvidia Three-Month payroll contraction on nonfarm payrolls Talking technical analysis with regression channels on the SPX Free cash flow margins tech vs the rest Valuation forward pe ration adjusted for net profit margins S&P 500 companies' real revenue per worker highest going back to 1986 S&P 500 quarter EPS growth estimates Y/Y % change Mentioned in this Episode Derek Moore's book Broken Pie Chart Jay Pestrichelli's book Buy and Hedge Derek's book on public speaking Effortless Public Speaking Contact Derek derek.moore@zegainvestments.com

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High Valuation Ok? Midterm Year Performance Supreme Court Tariff Ruling Google's Number 2 Payrolls is an episode from Broken Pie Chart by Derek Moore.

This episode is 01:11:47 long.

This episode was published on Jan 12, 2026.

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