Jackson HOLY cow what a move….
SOE’s get used to it – We are now China.
Airline consolidation or murder?
Bond yields – Long bond yields up.
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Bottom Fishing for bargains.
Consolidation, Digestion – awaiting the next catalyst.
Saudi SWF takes a hit.
The Jackson Hole confab is around the corner.
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Podcast: Play in new window | Download (Duration: 1:06:57 — 61.6MB)
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China Style Capitalism – CHINUS Capitalism
Some Fed speakers talking 2 cuts now
Fresh set of IPOs entering the market
A NEW Closest to The Pin announcement
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Podcast: Play in new window | Download (Duration: 1:07:44 — 62.3MB)
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Employment Report – Revisions Gone Wild
But The Dip (Aka The Bend and Snap)
Earnings Season – Plenty of CapX
Boeing making moves – unions may strike
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GDP, Earnings and FOMC meeting
Cover Art – Best Ever – Not…
New term – QUISHING
I gotchooo and Say less
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Podcast: Play in new window | Download (Duration: 1:06:45 — 61.4MB)
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Back from Vacation – refreshed?
Fun with Coldplay!
A quick look at how indices and sectors are doing
Sugar in the news….
The REAL running of the bulls – bad things happen
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OBBBA written into law!
Big week for Coney Island
The American Party – Musk taking a shot
Amazon Prime Day (Prime Week) happening
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Podcast: Play in new window | Download (Duration: 59:39 — 54.9MB)
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Month/Quarter ends and everything is just peachy
Banks got some good news – you can’t have a prolonged rally without the financial sector
Bond yields soften a bit as Trump closer to Shadow Fed announcement
ATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging)
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WAR! (or is it?)
Tesla Robotaxi Update
Japan’s rice problem
Drink up! New guidelines coming…
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A parade of pauses
WAR! Middle East at it again
Oracle earnings – wow!
Tesla robotaxi spotted
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Podcast: Play in new window | Download (Duration: 57:47 — 53.2MB)
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