We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the recent Medicare reimbursement decision.
Podcast: Play in new window | Download (Duration: 1:00:08 — 41.3MB)
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Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more…
Podcast: Play in new window | Download (Duration: 55:40 — 38.2MB)
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China’s economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge – one of us is short and the other long…. Hear all about our thoughts on the markets
Podcast: Play in new window | Download (Duration: 58:55 — 40.5MB)
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Sequestration is discussed and we look into what exactly it actually means. The recent moves on the YEN as well as some insight into the potential for a market correction (crash?) by Friday. A few stocks we explore as well.
Podcast: Play in new window | Download (Duration: 1:00:16 — 41.4MB)
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Lots of catch up as we missed last week. Gas prices are off the charts and the addition of higher taxes due to the loss of the payroll tax holiday reminded us of a conversation we had a few years ago. Dell, Herbalife, Apple and a host of other stocks discussed.
Podcast: Play in new window | Download (Duration: 1:00:19 — 41.4MB)
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We discuss Dell (DELL) going private, the amazing run of the Japanese markets and more. Also a few interesting stocks and an analysis of eatnings.
Podcast: Play in new window | Download (Duration: 59:05 — 40.6MB)
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There are several competing signs that the economy is gaining in some areas but losing in others. We discuss this plus the Amazon (AMZN) earnings reports, Boeing (BA) and much more.
Podcast: Play in new window | Download (Duration: 48:31 — 33.3MB)
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Happy New Year! It is off to the races as investors are bullish to start 2013. We spend some time on Boeing (BA) and other important topics that will shape markets.
Podcast: Play in new window | Download (Duration: 1:03:46 — 43.8MB)
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Lots to discuss as we wrap up the year. Where and when will we fall off the cliff and some other areas that you need to know about. The gold short we discussed last week paid off well. Listen in for more crazy ideas for 2013.
Podcast: Play in new window | Download (Duration: 47:19 — 32.5MB)
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The slippery Greek bond buyback, elephant poop coffee and a potential for a short on gold. These are the major topics discusses in this episode. We also hit on the North Korea rocket launch as well as rag and whine about the Fiscal Cliff. John has a potential solution and how the Republicans should play their hand.
HERE IS A LINK TO FIND OUT MORE ABOUT THE SCOTCH WE DISCUSSED
Podcast: Play in new window | Download (Duration: 57:05 — 39.2MB)
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