Podcast Episodes
Back to SearchRough Road Ahead for Stocks? And an Under-the-Radar Winner in the Weight Loss Boom 9/25/23
The yield on 10-year treasurys crossed the 4.5% mark for the first time since October 2007, but it's the benchmark’s relationship with the 2 year tha…
2 years, 7 months ago
Stocks Sputter to End a Rough Week, and the Chart Master Updates His “Most Controversial” Pairs Trade 9/22/23
Stocks sputtering into the close on Friday with major indexes unable to hold on to early gains. What the action means as we head into what could be a…
2 years, 7 months ago
The Great Rate Shock, and What Other Companies Should Merge? 9/21/23
Interest rates spiked to levels not seen in over 15 years, sending stocks sinking on Thursday. Have major averages put in their highs for the year? H…
2 years, 7 months ago
Get Ready for “Higher for Longer” and the Full Cost of the Labor Strikes 9/20/23
Stocks closed near their lows of the day after Fed Chair Jerome Powell reiterated his intent to keep rates high and said that a soft landing for the …
2 years, 7 months ago
Countdown to Fed Decision, and Digging in on Instacart’s First Day 9/19/23
Stocks closed lower on Tuesday as investors awaited the Fed’s next rate decision, and while markets largely expect the central bank to hold steady to…
2 years, 7 months ago
Are Rates and Stocks Really Disconnected? And Cathie Wood’s Latest Investments 9/18/23
10-year yields hit levels not seen in over 15 years today, but the rise in rates hasn’t seemed to affect stocks yet. Can the two keep rising in tande…
2 years, 7 months ago
Stocks Sell Off Into the Weekend, and Charting Netflix’s Next Move 9/15/23
Big tech leading the markets lower on Friday, pulling the S&P and Nasdaq into the red for the week. So what does this set-up tell us heading into nex…
2 years, 7 months ago
Energy Hits Year’s Highs and the Deal Disney May Be Looking to Make 9/14/23
Crude oil crossed $90/barrel for the first time since last November today, and fueled the PPI’s energy index to its biggest gain since at least 2010.…
2 years, 7 months ago
Netflix’s Big Ad Warning, and Counting Down to ARM’s IPO 9/13/23
Shares of Netflix took a big leg lower after the company’s CFO warned its ad tier hasn’t been a material contributor to revenues yet. Can the streame…
2 years, 7 months ago
Countdown to CPI and the Latest Threat to Apple in China 9/12/23
All eyes on tomorrow’s CPI print, but with crude oil prices rising to 10-month highs, will inflation pressures weigh not only on the consumer, but on…
2 years, 7 months ago