Microsoft Activision deal – back in the spotlight. Bank runs have cooled – but there are still questions. Resilient – yes, that’s the word Fed officials will use. Over and over to describe banks. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)Subscribe: RSS
No rest for bankers – weekend overload to quiet markets. COCO bond rug pull – billions lost The Fed in a no-win position this week. Rate decision meeting Wednesday. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.5MB)Subscribe: RSS
Banks get smoked as depositors run scared. Fortunately we get a Sunday Night STICK SAVE! We have some bones to pick – bad math and even worse work ethics. Where are the bargains? We have some thoughts. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:48 […]
China making moves. Elon gets his crown back and reversal of fortunes. March is just ahead – rates could spoil the party. Baby Bonds are back on the menu… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)Subscribe: RSS
Markets are feeling the pain of a Fed that just can’t make up its mind. Earnings from retail – not so good. Global warming is the reason for this all! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 57:09 — 52.6MB)Subscribe: RSS
The sky is falling – literally. We are seeing markets applaud spending cuts – but how far does that reach? An update on inflation and the Fed’s latest shenanigans. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 58:20 — 53.7MB)Subscribe: RSS
Superbowl mania – what we think (not that anyone cares) China balloons, market bubbles and plenty of frothy convo. An update on the Weekly Stock pick’s game and the current Closest to the Pin PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.6MB)Subscribe: RSS
A new CTP announced – the first one for 2023. There is a new buzzword and it moves stocks pretty substantially. Big week ahead, earnings and the FED – coming at us at full speed. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:02 — 55.3MB)Subscribe: […]
Europe is not the hot investment ticket. The markets like all the bad news – layoffs, weak economics. A big trade in 2022 pays off – billions and billions. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)Subscribe: RSS
Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed. China has an interesting update on their population. Yield Curve inversion is real – pay attention. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]
