A parade of pauses
WAR! Middle East at it again
Oracle earnings – wow!
Tesla robotaxi spotted
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Plenty of Buy-the-Dip excitement
Trial Balloons – Next Fed Chair thoughts
Excitement over China talks
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Set your clock – must be the weekend – New Tariffs imposed
Someone wants the Fed Chair job
TACO FAFO and more…
More muddy AI cover art
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Waffles for the Win
Workarounds are the thing to avoid onerous tariffs
Investors starting to think that bark is worse than the bite
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The dreaded downgrade.
Biden’s health in the spotlight.
The big and beautiful Tax bill making its way through the sausage factory
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– More Deals – So many deals! We are so Amazing with the Deals!
– Investors turn hot on stocks – like nothing happened!
– Apple making moves – so smart
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Good ECO/Markets = Trump
Bad ECO/Markets – Biden
CTP for Micron is underway
AI wins a horse race
News from Omaha
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Podcast: Play in new window | Download (Duration: 59:53 — 55.1MB)
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Oh boy – Supply Chain Concerns again?
Summertime lines – for goods/food? Empty shelves?
China factories shutting down.
Talks/No-Talks Underway with China/US.
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CEOs Selling stock
Fed Put in question – Powell under Fire from White House – Markets FED UP!
Earnings Season – VERY CLOUDY
USD Weak – what are investors thinking?
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Podcast: Play in new window | Download (Duration: 1:00:49 — 56.0MB)
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If this wasn’t idiotic it would be funny
President Miyagi at it again – Tariff on – Tariff Off
Winning – We are Winning so much. Too much winning!
Earnings season rolls on
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Podcast: Play in new window | Download (Duration: 59:59 — 55.2MB)
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