Podcast Episodes
Back to SearchWhy Are Banks Losing Money on Mortgages? (4/12/23)
(4/12/23) With many investors heavily shorted in the market, today's Inflation Report could spell success or failure (CPI clocked-in at a cooler-than-expected 5% rate of inflation, year over year). C…
Published on 2 years, 4 months ago
March Inflation Lower Than Expected (4/12/23)
(4/12/23) March Inflation data was released earlier this morning (prior to this recording) reflecting a lower-than-expected rate of inflation of 5%, year-over-year. Markets were hoping for a smaller …
Published on 2 years, 4 months ago
Will Inflation Weaken Enough to Cause a Fed Pause? (4/11/23)
(4/11/23) Lots of Fed speakers are on deck this week, along with data releases with the latest measure of inflation: Will numbers indicate a weakening sufficient to cause the Fed to pause rate hikes?…
Published on 2 years, 4 months ago
Is it Time to Trim NASDAQ Exposure? (4/11/23)
(4/11/23) The NASDAQ has been on fire this year, rising sharply as the top ten stocks make up about 80% of the return of the S&P this year. That's an amazing performance after laster's swoon in FAANG…
Published on 2 years, 4 months ago
What a Fed Rate Cut Would Really Mean (4/10/23)
(4/10/23) Anticipated data in the week ahead should bolster the position of the Fed in not cutting interest rates anytime soon; labor participation rates are still not up to pre-pandemic levels; infl…
Published on 2 years, 4 months ago
This Week Begins Earnings Season (4/10/23)
(4/10/23) This week launches earnings seasons, starting with the big banks. Will banks show more stress to come, or were the past events in that sector over with? What about lending standards and loa…
Published on 2 years, 4 months ago
Social Security Changes You Need to Know (4/7/23)
(4/7/23) There are some coming adjustments to Social Security earnings thresholds about which retirees or near-retirees should be aware. Danny and Rich also discuss the benefits of beloning...to the …
Published on 2 years, 4 months ago
Did the Fed Put Too Much Money in the System? (4/6/23)
(4/6/23) Why do Jobless Claims Matter? What do to about Gold? Chipotle's Peppergate and Bud Light's marketing gaffe: No such thing as "bad ink?" The CitiGroup Economic Surprise Index is on the rise: …
Published on 2 years, 4 months ago
Does All that's Golden Glitter? (4/6/23)
(4/6/23) Gold has enjoyed a lot of media attention as it has had a nice run, of late, breaking out above $1,900 to touch $2,000. But Gold is now a bit over-bought, signaling time to perhaps take a l…
Published on 2 years, 4 months ago