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RenMac Off-Script: Economy and Markets Melt Up In Q4
RenMac discusses the acceleration in the labor market, Powell’s dovish press conference just before he was spotted at the White House, the breakout i…
4 years, 9 months ago
RenMac Legends: A Conversation with David Fingold
David Fingold of Dynamic Funds in Toronto brings over 30 years of business and investment experience to his clients, but his path to overseeing more …
4 years, 9 months ago
RenMac Off-Script: D’s Fumble in the Red Zone
RenMac walks thru the latest mis-queues out of Washington, what today’s employment cost data mean, the poor 3Q relative GDP performance (France was b…
4 years, 10 months ago
RenMac Off-Script: Inflation’s Flame Burning Powell’s Fingers
Jeff, Neil and Steve discuss Powell’s status, the surge in 5yr break evens, gold’s message, the importance of the Gubernatorial race in Virginia, the…
4 years, 10 months ago
RenMac Off-Script: Putin Is World’s Most Powerful Man
Join the RenMac team as they discuss the Congressional calendar crunch, how the growing reliance on reliance on fossil fuels is benefiting Vladmir Pu…
4 years, 10 months ago
RenMac Off-Script: Payrolls Won’t Dissuade the Fed
RenMac reviews McConnel’s strategy with Schumer, weaker payrolls and the implications for Fed policy, Late-cycle and sentiment, supply-chain issues, …
4 years, 10 months ago
RenMac Off-Script: Self-inflicted Wounds from Washington
RenMac debates the political gamesmanship out of Washington, Senator Warren’s swipe at Powell, the resignation of 2 Fed hawks, the status of backlogs…
4 years, 10 months ago
RenMac Off-Script: Powell Pushes Yields
RenMac discusses this week’s hawkish message out of the Fed, the importance of the breakout in 10-year yields, its implication for higher yields on i…
4 years, 11 months ago
RenMac Legends: A Conversation with Mike Masters
Mike Masters of Masters Capital Management has had a storied career in the investment business. From his days in the pool as an All-American swimmer …
4 years, 11 months ago
RenMac Off-Script: Consumer Not Yet Exhausted
Today Neil, Steve and Jeff discuss the strength and resilience of the consumer, the seasonality of equities and cyclicality, the important dates for …
4 years, 11 months ago