Another weekend, another bank failure.
79% beat rate for earnings season – what does that mean?
Sinkhole alert! Comparing and contrasting past occurrences.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:02:37 — 57.6MB)
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Markets are moving back and forth just waiting for some big news.
Talk of a US default is making the rounds.
Tech has a big day – helping to push markets up from their recent despair.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:02:18 — 57.3MB)
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A flood of earnings and a flood in SOFLA
Lunch with the Feds this week. Last week’s Fed minutes tell an interesting story.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 57:40 — 53.1MB)
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Banks need some inflows – giving away prizes for deposits.
Earnings season is about to begin – looking for a significant downside for growth.
Yields ticking lower as recession fears bump inflation worries.
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Podcast: Play in new window | Download (Duration: 1:02:27 — 57.5MB)
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The end is near – AI taking over they say…
OPEC+ Suprise cuts – not the best tine for that move.
Some bankers may be in hot water after their recent poor judgement.
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Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)
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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)
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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)
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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 — 58.7MB)
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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…
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Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)
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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)
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