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? Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | […]
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. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]
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. Fed Limericks are Back – PLUS we are […]
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 […]
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. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download […]
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 […]
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. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in […]
Trouble in Turkey, the Lira plunges. Vanguard out cautious on Cryptos, what is up with this? Andrew gets jabbed, flushing out the twisted rationale. An update on the Ole’ Codgers vs. Millennial battle. PLUS – The base effect related to upcoming inflation data. Fed Limericks are Back – PLUS we are now on Spotify and […]
Stimulus checks are starting hitting accounts – how much will flow into markets? Awaiting a lively discussion Wednesday during the FOMC press conference. Those phrases – made to bamboozle the masses. Fed Limericks are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:30 — […]
Massive selling of Momo names over the past few weeks. Now, all turn higher on slight downward move for rates. Is the shakeout/correction over – or is this a dead cat bounce? Employment report helps to cement the inflation talk – with another $1.9 trillion of stimulus on the way. Fed Limericks are Back – […]
