Podcast Episodes
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Why the S&P is Up 17% and You're Not (11/21/23)
(11/21/23) Earnings Season continues with NVIDIA set to report this evening after the bell: expectations are high, and if there's a miss, markets may…
2 years, 1 month ago
Silly Season on Wall Street (11/20/23)
(11/20/23) A look at the highest-grossing horror films of all time, and holiday week markets: July's market exuberance was followed by a predicted de…
2 years, 1 month ago
Defining "Safe" Retirement Spending: Is the 4% Rule Back? (11/17/23)
(11/17/23) Richard Rosso's adventures in Houston traffic, market seasonality, and stock-bond correlation: Why would the Fed cut interest rates now? W…
2 years, 1 month ago
The Year of The Magnificent Seven (11/16/23)
(11/16/23) This will be The Year of the Magnificent Seven--those dominant stocks that have powered the markets, responsible for 112% of this year's g…
2 years, 1 month ago
The Fed IS Done Raising Rates (11/15/23)
(11/15/23) What if Congress conducted its business in the fighting ring? Democracy is now Idiocracy. Market response to weaker CPI numbers results in…
2 years, 1 month ago
Is the Economy Slowing More than We Know? (11/14/23)
(11/14/23) This is the last, full week of trading before the holidays hit; What will drive today's CPI number: Home owners' equivalent rent. Can the …
2 years, 1 month ago
Recession Fears Return as Bond Rates Drop (11/13/23)
(11/13/23) CPI for October comes out tomorrow; PPI is released on Thursday; we're looking at sloppy trading until after Thanksgiving; how much will t…
2 years, 1 month ago
What Would You Give Up (to ensure SS is around for you)? (11/10/23
(11/10/23) The markets' kabosh: Every word the Fed says moves the mood; the Fed is likely to tighten once more in 2024; real wages are down; wage gro…
2 years, 1 month ago
What Will Powell's Words Mean for Bonds? (11/9/23)
(11/9/23) Markets continue their winning ways, elongating a string of positive closes; Fed Chair Jerome Powell is slated to speak today: What effect …
2 years, 2 months ago
Should You Borrow from Your 401k Plan? (11/8/23)
(11/8/23) Markets have strung together the longest series of back-to-back gains since 2021: Expect a pullback next. Credit Card and Auto Loan delinqu…
2 years, 2 months ago