Episode Details

Happy Valentine's Day!

First, I take a victory lap for another successful Super Bowl prediction… sort of: I told you not to listen to me, and I was right!

I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves.

Turning to the markets… The latest Consumer Price Index (CPI) data came out this morning. I break down why the numbers cripple the bullish thesis… and how consumer habits are about to change.

More bad news for the bulls: Earnings estimates keep coming down… and I expect several quarters of lower earnings. I explain why this—combined with several other risk factors—is creating a recipe for disaster.

Bottom line: This market should scare the hell out of you.

Fortunately, there's a simple move you can make today to protect yourself…

In this episode 

• The NFL is a bunch of a**holes [0:30]

• How this morning's CPI data hurts the bullish thesis [9:45]

• The "earnings rec