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RenMac Off-Script: The Shortening Stimulus Fuse
In 16m, RenMac discusses the trend in gold, how today’s job numbers factor into stimulus negotiations, at what point is inflation not “transitory”, a…
5 years, 6 months ago
RenMac Off-Script: Reddit Revolt and Strange Bedfellows
In 15m RenMac talks about the benefits of short-sellers in a market, the pitfalls of an SEC overview, Cruz and AOC, latest GDP figures and China’s re…
5 years, 6 months ago
RenMac Legends: A Conversation with Noah Blackstein
Noah runs over $5B as the growth manager of the Dynamic Funds out of Toronto Canada. He enters his 23rd year at the wheel, and has seen every type of…
5 years, 7 months ago
RenMac Off-Script: Unity and the Power of Unilateralism
RenMac discusses Biden’s first few days, how China doves mysteriously transitioned into hawks, housing and its importance, setting an artificially lo…
5 years, 7 months ago
RenMac Off-Script: Expectations Collide with Reality
In 15m RenMac discusses the Biden’s stimulus plan, the expectations of policy and the likelihood of something less, Powell green lights assets inflat…
5 years, 7 months ago
RenMac Off-Script: Better Economy But Stimulus Won’t Stop
RenMac sorts through the news of the week. December jobs report was soft but with stronger details. Additional fiscal stimulus is on the way as GA go…
5 years, 7 months ago
RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing
RenMac handicaps political winners/losers of stimulus, the great inflation debate, deGraaf’s “Perpetuity Effect”, what Fed’s comments mean for asset …
5 years, 8 months ago
RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following
US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inf…
5 years, 8 months ago
RenMac Off-Script: The Bright Light at End of the Tunnel
RenMac plays “Pardon Bingo”, latest on stimulus package, excessive sentiment readings in equity markets, economic bears are policy advocates, it rema…
5 years, 8 months ago