Markets just don’t know how to read the current backdrop – so many crosscurrents. Fed speakers continue to press on with their high hopes for higher rates – walking it back Buyback frenzy coming? Softbank – horrible, simply horrible. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download […]
Markets are getting a bit crazy to the upside now… Clearly the short squeeze gang is on the prowl. Bifurcation – rates separating from inflation concerns. Global economies are getting worse as higher costs are really crimping consumers. A hard look at what is happening around the world. PLUS we are now on Spotify and […]
Another World Health Emergency. A recession by any other name. Enough of Mr. Musk already – what else could there be anyway? Earnings and Eco coming hot and heavy. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 58:11 — 53.5MB)Subscribe: RSS
Good news! Powell and Clarida cleared of any wrongdoing. That was a close one! Markets starting to rethink the doom and gloom? Earnings season colliding with rate hike worries. Mystery Chart – impressive run. Uber – terrible – not going to change their ways. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play […]
Oil taking a leg lower…. All eyes on CPI data and earnings this week Home prices are on the chopping block.. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:06 — 54.4MB)Subscribe: RSS
From never going to stop – to let’s get busy. Yields plummet, oil sub-$100 and recession calls are everywhere. A great island story and much more. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:44 — 51.3MB)Subscribe: RSS
Big slowdown in prices of base metals and ags. Not inflationary – more like deflationary. An update on MonkeyPox, China, Oil and John McAfee. The ever exciting G7 meeting – what actually got done anyway? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:35 — 51.2MB)Subscribe: […]
Stocks blasted, then loved. Markets have no memory. Car loans 6, 7 years? Fear is palpable. What happens when everyone is on one side of the ship? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)Subscribe: RSS
Floating a 75bps hike – late Monday that is what the Fed is doing in hopes of moving faster to just pull the band-aid off. Crypto collapse – bad things happening in the space this week. Mortgage applications drop off a cliff as the Fed is expected to pump up the volume… PLUS we are […]
Target reports more problems – but market take it as a massive deflationary happening. June is expected to be an “up” month – breaking the string in 2022. Musk, Dimon and others are panicking – should we stay or should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new […]
