Joining me now is the Wall Street Journal's chief economics correspondent, Nick Timmeros. It's great to have you back. Nice to see you.Thanks for having me, Scott. Seems like Mr. . Griffin is aligned with many on on the Fed right now.Maybe you'll get one. But there seems to be caution expressed by many of the Fed speakers we've heard this week, including today Austin Goulby said, quote, "I'm just a little uneasy with too much frontloading until we're sure that inflation is is coming down." Yeah, that's righ ...

With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood. Analyst's Disclosure:I/we have no stock, option or similar derivativ ...

Group 1 - The stock market is perceived as exceedingly expensive, leading to investor dissatisfaction during the Q1 earnings season, resulting in stock price declines even after successful earnings reports [1] - Investors are reacting negatively despite companies beating earnings expectations and raising guidance, indicating a challenging environment for stock performance [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, and has been contributing insights on industry trends since 2017 [1]