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1-15-25 CPI Day - The Big Reveal
1-15-25 CPI Day - The Big Reveal

It's CPI Day (December Core Inflation clocked-in at a lower than expected .2%) so let's pin it all on the Fed. Weaker PPI & Higher Trasnportation cos…

1 year, 8 months ago

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1-14-25 Tactically Bearish As Risks Increase
1-14-25 Tactically Bearish As Risks Increase

PPI & CPI Preview: Earnings season is about to commence, followed by the opening of the Buy Back window. Higher yields (and term premiums) are weighi…

1 year, 8 months ago

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1-13-25 Investor Resolutions For 2025
1-13-25 Investor Resolutions For 2025

The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of Calif…

1 year, 8 months ago

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1-10-25 What The Social Security Fairness Act Means For Your Retirement
1-10-25 What The Social Security Fairness Act Means For Your Retirement

Richard and Jonathan discuss the narratives that are driving the markets, and the fear factor for bond investors. Is the response to tariff threats a…

1 year, 8 months ago

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1-9-25 Why Are Bond Yields Rising
1-9-25 Why Are Bond Yields Rising

Markets barely achieved a positive close on Wednesday, to create a string of positive action for the first five trading days in January. (Markets are…

1 year, 8 months ago

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1-8-25 Market Reversal - Implications Now
1-8-25 Market Reversal - Implications Now

With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning…

1 year, 8 months ago

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1-7-25 Curb Your Enthusiasm In 2025
1-7-25 Curb Your Enthusiasm In 2025

As we enter 2025, the financial markets are optimistic. That optimism is fueled by strong market performance over the last two years and analyst’s pr…

1 year, 8 months ago

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1-6-25 Santa Was A No-Show
1-6-25 Santa Was A No-Show

We're baaack from our Winter Break, and it seemed as if Santa arrived on Christmas Eve, pushing the markets back above the important 50-DMA. However,…

1 year, 8 months ago

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12-19-4 Did The Fed Steal Christmas
12-19-4 Did The Fed Steal Christmas

We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio plat…

1 year, 8 months ago

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12-18-24 Dump The 60 - 40 For 100% Stock Retirement Portfolio
12-18-24 Dump The 60 - 40 For 100% Stock Retirement Portfolio

It's Fed Day with it's much anticipated rate cut; what will matter more is the Fed's dot-plot and comments on expectations for 2025. Meanwhile on Wal…

1 year, 8 months ago

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