Josh Brown

speaker

8,054 appearances 21 recordings 2 series first heard Feb 2026 last heard 7 Aug

Josh Brown’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

newest first · ▶ plays the moment

So Adam Parker said, you better not miss earnings.

He said, quote, cheap stocks with bad momentum are not de-risked into the print.

They are anticipating the miss correctly.

And the miss is a confirmation of the price action.

Stocks with bad momentum that are cheap have never been punished more for missing.

Let me read that one more time.

Stocks with bad momentum that are cheap have never been punished more for missing.

So that's what gives me pause about Microsoft.

That's what gives me pause about meta going to the print.

And whatever, I don't know if I'd be wrong, but- That makes me nervous.

So obviously, listen, I'd love for Meta and Microsoft to gap up.

Who wouldn't like to see that?

But Adam has run the data and he has this kick-ass chart that shows the mean industry relative return for missing EPS over time.

And he's breaking it down by price to forward earnings quintile.

So he's showing that stocks in the bottom quintile of 12-month momentum through the end of June 2026.

And what you're seeing is the cheap stocks, when they miss, holy shit, they get killed.

Killed.

So the market is anticipating.

These stocks are cheap for a reason.

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