Big news out of China. 
The summer is here – looking at the economic reports paints a pretty interesting picture.
Inflation – yes, prices are going up.
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Is there inflation or not? Trying to parse the gobbledygook from both the Fed and data.
Some final words on the Crypto markets.
We are going to space! Let’s gooooooooo!
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Markets Consolidating. Looking for the next catalyst.
Wondering if we are about to enter the simulation – IRL no more…
Inflation is kicking, stocks are heavy, earnings are out and we need more stimulus – give it to us!
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 57:33 — 53.0MB)
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Inflation talk is starting to create concern. Wondering if Elon’s SNL appearance was a “Jump the Doge” event.
ARK Investments seeded by ArchEgos – same strategy?
Hacking the US infrastructure – what could be next?
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Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings?
A big divorce announced this week and thoughts from Charlie Munger.
An update on Biden’s first 100-days.
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The mega-tech earnings are rolling in…
Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts.
Awaiting the tax hikes from the Biden administration and trying to figure out how they will impact the economy/stocks.
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A quick gut check for markets as we head into earnings season.
Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own.
Annual booster shots are now the talk of the pharma companies – what will that look like?
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
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Inflation coming in hot – but not much to worry about says the Fed.
Jab #2 for Andrew – let’s see how it is going.
An update on ESG and new scritiny for SPACs.
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More all-time highs for markets as the $2.2 trillion stimulus is presented.
NFTs and other areas of interest are in the speculative spotlight.
Happy Birthday to JCD!
The EV space is charging higher – what to watch…?
Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:02:46 — 57.7MB)
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Hedge funds blowing up after taking on massive leverage in concentrated positions.
Yields are moving up again – capping one of the worst quarters for bonds in decades.
Stocks remain semi-buoyant, new stimulus ahead keeping the bulls happy.
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Podcast: Play in new window | Download (Duration: 56:18 — 51.8MB)
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