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 — […]
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)Subscribe: RSS
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. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:27 — 57.5MB)Subscribe: RSS
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. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)Subscribe: RSS
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 […]
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… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)Subscribe: RSS
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)Subscribe: RSS
The sky is falling – literally. We are seeing markets applaud spending cuts – but how far does that reach? An update on inflation and the Fed’s latest shenanigans. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 58:20 — 53.7MB)Subscribe: RSS
Superbowl mania – what we think (not that anyone cares) China balloons, market bubbles and plenty of frothy convo. An update on the Weekly Stock pick’s game and the current Closest to the Pin PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.6MB)Subscribe: RSS
A new CTP announced – the first one for 2023. There is a new buzzword and it moves stocks pretty substantially. Big week ahead, earnings and the FED – coming at us at full speed. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:02 — 55.3MB)Subscribe: […]
