Podcast Episodes
Back to Search12-3-24 What Excessive Leverage Teaches Us
Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot…
1 year, 4 months ago
12-3-24 Diversification Isn't What You Think
The S&P is back on a buy signal and is a bit overbought; about to be impacted by portfolio redistributions. Small- and Mid-caps have enjoyed a sharp …
1 year, 4 months ago
12-2-24 Extreme Speculation Has Returned
Welcome back from Thanksgiving break: Is it time to initiate Christmas Bonds to help Retailers? While markts have performed well, expect some sloppin…
1 year, 4 months ago
12-2-24 It's a Good Time for Portfolio Clean-up
Markets are doing fine, grinding higher, back on a buy signal, and trading well above it's 50-DMA. We're expecting a pullback over the next couple of…
1 year, 4 months ago
11-26-24 Why Credit Spreads Matter
Credit spreads can greatly assist in determining the risk of a correction or bear market by reflecting the perceived risk of corporate bonds compared…
1 year, 4 months ago
11-26-24 Markets Touch 6,000
The S&P kissed 6,000, bounced briefly over, then fell, rose again, and finished at 5,970. L:ooks for a weak open this morning, and then another rally…
1 year, 4 months ago
11-21-24 Will Trump Tariffs Be Inflationary?
A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on c…
1 year, 4 months ago
11-21-24 Nvidia Doesn't Disappoint
Nvidia absolutely slayed their quarterly earnings report, reporting an incredible 55% profit margin on their chips, with $35-billion in revenues (I k…
1 year, 4 months ago
11-20-24 Wall Street Lowers 2025 Expectations: Should You Be Concerned?
It's Nvidia Day--markets will respond accordingly tomorrow. Expectations are high for earnings and forward guidance. Analysts are generally looking f…
1 year, 4 months ago
11-20-24 Will Markets End 2024 Even Higher Than Now?
Good action in the markets on Tuesday after testing the 20-DMA three times: Futures are higher this morning, so a follow through is expected. There i…
1 year, 4 months ago