Downtown Josh Brown
@downtownjoshbrown.bsky.social
Five years ago in November of 2020, Ed @yardeniresearch.bsky.social coined the phrase “Roaring 2020’s" as his forecast for the decade. Good call.
Ed stopped by tonight to lay out his case for S&P 500 10,000 by year-end. Real people on The Street listen to Ed.
www.youtube.com/watch?v=wCki...
Ed stopped by tonight to lay out his case for S&P 500 10,000 by year-end. Real people on The Street listen to Ed.
www.youtube.com/watch?v=wCki...
Roaring 2020’s Stock Market Rolls On Into ‘26 | WAYT?
YouTube video by The Compound
www.youtube.com
November 26, 2025 at 1:02 AM
Five years ago in November of 2020, Ed @yardeniresearch.bsky.social coined the phrase “Roaring 2020’s" as his forecast for the decade. Good call.
Ed stopped by tonight to lay out his case for S&P 500 10,000 by year-end. Real people on The Street listen to Ed.
www.youtube.com/watch?v=wCki...
Ed stopped by tonight to lay out his case for S&P 500 10,000 by year-end. Real people on The Street listen to Ed.
www.youtube.com/watch?v=wCki...
Home prices are actually moderating.
I understand that politically and emotionally many people don't want to hear it. In some places, they are outright falling. Of course there are exceptions. The anecdote about the home you just bid on is not invalidated by this data, so try to calm down.
I understand that politically and emotionally many people don't want to hear it. In some places, they are outright falling. Of course there are exceptions. The anecdote about the home you just bid on is not invalidated by this data, so try to calm down.
November 25, 2025 at 4:45 PM
Home prices are actually moderating.
I understand that politically and emotionally many people don't want to hear it. In some places, they are outright falling. Of course there are exceptions. The anecdote about the home you just bid on is not invalidated by this data, so try to calm down.
I understand that politically and emotionally many people don't want to hear it. In some places, they are outright falling. Of course there are exceptions. The anecdote about the home you just bid on is not invalidated by this data, so try to calm down.
AI assistant asked if we're having a christmas party
November 25, 2025 at 4:34 PM
AI assistant asked if we're having a christmas party
The Flying Car Moment is Now Months Away
Charles Lemonides stopped by fresh from the Dubai Air Show. As a shareholder in Joby Aviation, I was very excited to hear all about it. We may be seeing the first eVTOL taxi service in the UAE by the second half of 2026.
www.youtube.com/watch?v=vaZF...
Charles Lemonides stopped by fresh from the Dubai Air Show. As a shareholder in Joby Aviation, I was very excited to hear all about it. We may be seeing the first eVTOL taxi service in the UAE by the second half of 2026.
www.youtube.com/watch?v=vaZF...
The Flying Car Moment is Now Months Away | LFTC
YouTube video by The Compound
www.youtube.com
November 24, 2025 at 11:23 PM
The Flying Car Moment is Now Months Away
Charles Lemonides stopped by fresh from the Dubai Air Show. As a shareholder in Joby Aviation, I was very excited to hear all about it. We may be seeing the first eVTOL taxi service in the UAE by the second half of 2026.
www.youtube.com/watch?v=vaZF...
Charles Lemonides stopped by fresh from the Dubai Air Show. As a shareholder in Joby Aviation, I was very excited to hear all about it. We may be seeing the first eVTOL taxi service in the UAE by the second half of 2026.
www.youtube.com/watch?v=vaZF...
We haven’t had a meaningful bear market in nearly 20 years. You might think “surely, this must end soon.” Historically, you would be wrong about the *must* part. The length of a bull market doesn’t have to obey your feelings or mine.
Chart @mattcerminaro.bsky.social via @bencarlson007.bsky.social
Chart @mattcerminaro.bsky.social via @bencarlson007.bsky.social
November 24, 2025 at 4:18 PM
We haven’t had a meaningful bear market in nearly 20 years. You might think “surely, this must end soon.” Historically, you would be wrong about the *must* part. The length of a bull market doesn’t have to obey your feelings or mine.
Chart @mattcerminaro.bsky.social via @bencarlson007.bsky.social
Chart @mattcerminaro.bsky.social via @bencarlson007.bsky.social
my weekends are all naps, walks and treats. Basically I’m a dog.
November 22, 2025 at 6:24 PM
my weekends are all naps, walks and treats. Basically I’m a dog.
There were only 9 companies on earth with a market value over $1 trillion. Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Saudi Aramco, Broadcom, Berkshire and Tesla.
On Friday, a 10th name joined the list.
Eli Lilly, welcome to the Trillion Dollar Club
www.biopharmadive.com/news/eli-lil...
On Friday, a 10th name joined the list.
Eli Lilly, welcome to the Trillion Dollar Club
www.biopharmadive.com/news/eli-lil...
Eli Lilly becomes first drugmaker to hit $1 trillion in market value
The pharmaceutical company’s success developing medicines for obesity has swelled its worth to levels associated with tech titans like Apple and Google and dwarfed that of its drugmaking peers.
www.biopharmadive.com
November 22, 2025 at 3:11 PM
There were only 9 companies on earth with a market value over $1 trillion. Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Saudi Aramco, Broadcom, Berkshire and Tesla.
On Friday, a 10th name joined the list.
Eli Lilly, welcome to the Trillion Dollar Club
www.biopharmadive.com/news/eli-lil...
On Friday, a 10th name joined the list.
Eli Lilly, welcome to the Trillion Dollar Club
www.biopharmadive.com/news/eli-lil...
I don’t like when the storylines converge this early in the season.
November 22, 2025 at 1:19 AM
I don’t like when the storylines converge this early in the season.
No one is completely immune to the Fear Of Missing Out. Today's lesson is that there is a cure for FOMO and that cure is available to everyone, free of charge. All you have to do is stick around for awhile and watch.
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
The cure for FOMO is...time.
"Stick around and watch" is almost always good advice.
www.downtownjoshbrown.com
November 21, 2025 at 4:00 PM
No one is completely immune to the Fear Of Missing Out. Today's lesson is that there is a cure for FOMO and that cure is available to everyone, free of charge. All you have to do is stick around for awhile and watch.
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
The thing I never understood about crypto markets is why everyone needs to be so utterly and completely leveraged. As though it wasn’t already a big enough bet or a volatile enough instrument.
Someone told me “Josh, they’re gamblers, it’s in their nature. That’s it.”
I said “that can’t be it.”
Someone told me “Josh, they’re gamblers, it’s in their nature. That’s it.”
I said “that can’t be it.”
November 21, 2025 at 11:31 AM
The thing I never understood about crypto markets is why everyone needs to be so utterly and completely leveraged. As though it wasn’t already a big enough bet or a volatile enough instrument.
Someone told me “Josh, they’re gamblers, it’s in their nature. That’s it.”
I said “that can’t be it.”
Someone told me “Josh, they’re gamblers, it’s in their nature. That’s it.”
I said “that can’t be it.”
The Carlyle Group took its name from the old New York hotel where its founders held their meetings
The Blue Owl took its name from the tavern where Hobbits hid out from the Nazgûl and eventually met Aragorn.
The Blue Owl took its name from the tavern where Hobbits hid out from the Nazgûl and eventually met Aragorn.
November 19, 2025 at 3:47 PM
The Carlyle Group took its name from the old New York hotel where its founders held their meetings
The Blue Owl took its name from the tavern where Hobbits hid out from the Nazgûl and eventually met Aragorn.
The Blue Owl took its name from the tavern where Hobbits hid out from the Nazgûl and eventually met Aragorn.
Only One Thing Can Stop The AI Crash | WAYT?
YouTube video by The Compound
www.youtube.com
November 19, 2025 at 1:22 AM
Today on an all new LIVE episode of The Compound and Friends, our special guest Joe Terranova joins us to discuss the number one question on investors' minds today
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
Quality in the Streets, Momentum in the Sheets | TCAF 217
YouTube video by The Compound
www.youtube.com
November 14, 2025 at 3:14 PM
Today on an all new LIVE episode of The Compound and Friends, our special guest Joe Terranova joins us to discuss the number one question on investors' minds today
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
YouTube:
www.youtube.com/watch?v=pUFK...
Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...
🚢 “Titanic” signal flashing for US stocks
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
US Stock Market Flashes Dreaded “Titanic” Signal
YouTube video by The Compound
youtu.be
November 12, 2025 at 12:03 PM
🚢 “Titanic” signal flashing for US stocks
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
🚀 Elon’s so-called “trillion dollar” pay package
👩🔬 Too early for investing in quantum computing stocks
🎰 Schwab vs Robinhood vs Polymarket vs Draftkings
📈 Too many K-Shaped Economy articles
brand new What Are Your Thoughts:
youtu.be/bBuk-KpZrlw
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
There's something worse than recession and we're already in it.
Mamdani, Trump are just opposite expressions of the same problem
www.downtownjoshbrown.com
November 8, 2025 at 4:28 PM
I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore.
www.downtownjoshbrown.com/p/there-s-so...
www.downtownjoshbrown.com/p/there-s-so...
Eric Jackson and the Search for the Next 100 Bagger
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
November 7, 2025 at 3:16 PM
Eric Jackson and the Search for the Next 100 Bagger
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
an all new The Compound and Friends is now ready for your inspection!
YouTube:
www.youtube.com/watch?v=vEXb...
Podcast: podcasts.thecompoundnews.com/show/TCAF/er...
More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now.
www.youtube.com/watch?v=zT1p...
www.youtube.com/watch?v=zT1p...
The Stock Market is Secretly Getting Killed | WAYT?
YouTube video by The Compound
www.youtube.com
November 5, 2025 at 1:37 AM
More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now.
www.youtube.com/watch?v=zT1p...
www.youtube.com/watch?v=zT1p...
My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade.
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brian Belski Says "The Bull Market Continues"
YouTube video by The Compound
youtu.be
November 4, 2025 at 12:34 AM
My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade.
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Brand new! Just dropped on YouTube 🐐
youtu.be/9L4sxWG1tds?...
Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time.
rogerlowenstein.substack.com/p/dont-let-t...
rogerlowenstein.substack.com/p/dont-let-t...
Don’t Let the Fed Become a Wing of Mar-a-Lago
Kevin Hassett Unfit to Run the Central Bank
rogerlowenstein.substack.com
November 3, 2025 at 3:24 PM
Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time.
rogerlowenstein.substack.com/p/dont-let-t...
rogerlowenstein.substack.com/p/dont-let-t...
Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance.
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
Earnings Week at the AI Circus | WAYT?
YouTube video by The Compound
www.youtube.com
October 29, 2025 at 10:17 AM
Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance.
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
All new What Are Your Thoughts? now up!
www.youtube.com/live/5YoSuAd...
October 27, 2025 at 11:58 PM
October 27, 2025 at 2:01 PM