Up, Up and Away. When everyone thinks there is more downside, this happens.
China economics are weak and probably getting weaker.
Peter Schiff and others warn about what will come next…
Dire predictions and buoyant markets – with a side of short squeeze.
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Podcast: Play in new window | Download (Duration: 59:34 — 54.8MB)
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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.
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Podcast: Play in new window | Download (Duration: 56:24 — 51.9MB)
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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.
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Podcast: Play in new window | Download (Duration: 59:40 — 54.9MB)
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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.
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Podcast: Play in new window | Download (Duration: 58:11 — 53.5MB)
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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.
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Podcast: Play in new window | Download (Duration: 1:05:47 — 60.5MB)
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Oil taking a leg lower….
All eyes on CPI data and earnings this week
Home prices are on the chopping block..
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Podcast: Play in new window | Download (Duration: 59:06 — 54.4MB)
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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.
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Podcast: Play in new window | Download (Duration: 55:44 — 51.3MB)
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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?
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Podcast: Play in new window | Download (Duration: 55:35 — 51.2MB)
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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?
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Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)
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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…
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Podcast: Play in new window | Download (Duration: 1:05:45 — 60.5MB)
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