Oil Drops – Still highest cost for Memorial Day in years
Consumer Sentiment Drops again
New Fertilizer coming – Kinda Soilent Green vibe
Everyone is talking about SpaceX
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– Happy Memorial Day
– A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir.
– The new transient inflation.
– Another BOARD? These guys like to make exclusive clubs…
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A torn Meniscus – that is what they say… now what?
The beginning of UBI as a response from the AI boom?
Black in packaging – byproduct of war
Markets – – Up up and away!
– New inflation data is in…
– The Circular Economy – Great chart….
– Some inflation facts
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:02:40 — 57.7MB)
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Good overall earnings season – still going strong
Economic reports show a mixed picture – but still good enough
Semi-annual earnings report option gaining steam
Saying goodbye to Spirit Airlines
Markets
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All-time highs – SP500 up 9% MTD – NAS100 even more
Balanced risk – up or down from here is evenly matched
All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%)
Worried about No More Mr. Nice Guy
The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks
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Podcast: Play in new window | Download (Duration: 1:03:55 — 58.8MB)
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All-time highs – SP500 up 8% MTD – NAS100 even more
Balanced risk – up or down from here is evenly matched
JCD could not make it tonight – back for some more tests….
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PCE and inflation trends – single day concern
Earnings Season – Goldman, JPM
Eco Reports of historic proportion
Feds looking at Private Credit holdings at banks
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A surprising payroll report
The quick war – not over just yet
Food inflation coming
Economics – a bright spot and surprising report last week
Space issues – Space sewage
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March is the WORST month for markets in a long time.
International equities getting killed
Dollar Up, Oil Up, Equities Down, Bonds Down
The markets Trump Card no longer works…
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JCD BACK IN THE HOUSE!
Correction in some areas and sectors.
Crude oil DROPS after “good” talks and a deal brewing with Iran.
Airports are a mess.
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Podcast: Play in new window | Download (Duration: 1:02:05 — 57.2MB)
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