Podcast Episodes
Back to SearchMarkets Summer Heat in Full Swing (8/1/23)
(8/1/23) Summer is in full-swing, and markets are matching the heat with extreme bullish sentiment. What is the cost of hedging your portfolio over time? No one believes a correction is coming (so it…
Published on 2 years, 4 months ago
Correction in August? (8/1/23)
(8/1/23) Starbucks, Pfizer, and Merck headline today's earnings reports as earnings season continues, but fewer companies are beating earnings estimates, that those that do aren't being rewarded for …
Published on 2 years, 4 months ago
Is the Bull Market Unstoppable? (7/31/23)
(7/31/23) Investors prepare for August with the "rarity" of market performance: entering the seasonably weaker months of summer with 90% of stocks trading above their moving average; there is a high …
Published on 2 years, 4 months ago
Moving Averages Act Like Gravity (7/31/23)
(7/31/23) Markets opened strong on Thursday but quickly sold off on news of the Bank of Japan's Yield Curve controls, which turned out ot be a false rumor. Then on Friday, the actual change by the BO…
Published on 2 years, 4 months ago
How Millionaires Spend Their Money (7/28)
(7/28/23) How do Millionaires spend their money? No processed food: Health = wealth; no cheap stuff; buy in the middle. Look for dependability in durable goods purchases. [NOTE: This segment is excer…
Published on 2 years, 4 months ago
Still No Recession? (7/27/23)
(7/27/23) An overview of the current earnings reporting reveals profit margins have declined to pre-pandemic levels. Markets' flat response to Jerome Powell post-FOMC meeting presser The effects of s…
Published on 2 years, 4 months ago
Dow Winning Streak Keeps Going (7/27/23)
(7/28/23) The Dow is on one of the longest winning streaks we've seen in some time; a very different story from the S&P and the NASDAQ. The Dow is only now breaking out of a trading range in which it…
Published on 2 years, 4 months ago
Is This the Last Rate Hike? (7/26/23)
(7/26/23) Why would the Fed cut rates at a time when the markets are rallying, and the economy is doing well? Will this be the final rate hike? Microsoft's report has weaker guidance, Google's very p…
Published on 2 years, 4 months ago
Markets Approach 52-Week High (7/26/23)
(7/26/23) Markets are on the verge of breaking out to new, 52-week highs, thanks to mega cap companies' sterling earnings reports...and the fact that markets never really retraced back to the 20-DMA.…
Published on 2 years, 4 months ago
How Wall St. Cooks the Books (and how you can tell) (7/25/23)
(7/25/23) Mega Cap companies report earnings today; recession still seems a long way away. Transportation, Materials, and Airlines are all doing well, despite some economic indicators to the contrary…
Published on 2 years, 5 months ago