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Is the Pain Trade Higher? (10/24/23)
(10/24/23) Microsoft & Google report earnings today, and by next week 80% of the S&P will have checked-in w Quarterly results; the Fed enters blackou…
2 years, 2 months ago
Is the Year-End Rally in Jeopardy? (10/23/23)
(10/23/23) Markets are wrapping up October with seasonal weakness, as the Israel War continues and rates remain high, weighing on sentiment. There's …
2 years, 2 months ago
The RMD Nightmare on Elm Street (10/20/23)
(10/20/23) A bit of flavored coffee commentary to launch the show, 10-yr Treasuries hit 5%, and investor psychology hits the markets. Fed Chairman Je…
2 years, 2 months ago
What Will Powell Say Next? (10/19/23)
(10/19/23) Fed Chairman Jerome Powell is on the prowl this week: Will it be 'higher for long,' more rate hikes, or have higher interest rates done en…
2 years, 2 months ago
Is 'The Crash of a Lifetime' Coming? (10/18/23)
(10/18/23) Retail Sales doubled in September...but, on non-retail store sales; non-seasonally adjusted sales were acutally down 5%. All nuymbers are …
2 years, 2 months ago
Consequences Are Always Unintended (10/17/23)
(10/17/23) Earnings Season is in full swing, with Big Banks reporting this week. More interesting than earnings results will be forward outlooks. The…
2 years, 2 months ago
Fear & Loathing on Wall Street (10/16/23)
(10/16/23) The Israel & Ukraine wars are creating international fear, while domestically, US consumer sentiment is sinking as economic realities of h…
2 years, 2 months ago
When Life Gets In the Way of Retirement (10/13/23)
(10/13/23) The value of delayed gratification is observed in the orgy of early holiday decorations and Rich's self-control involving candy corn math;…
2 years, 2 months ago
Has the Fed Shifted Tone? (10/12/23)
(10/12/23) Healthcare, Israel, & Fed Minutes: Anticipating today's CPI report (clocking-in at a hotter-than-expected .4%); the sharp changes in oil p…
2 years, 2 months ago
Israel Conflict Ignites Flight to Safety (10/10/24)
(10/10/23) A brief look at the correlation between Israeli conflict and markets' flight to safety in US bonds. Markets could target 4,300; earnings s…
2 years, 3 months ago