Podcast Episodes
Back to Search0-23-24 Everybody is Back to Hating Bonds Again
Lance explains why he took a long position in TLT, and bought call options on TLT for December in his personal account; not in clients' accounts...ye…
1 year, 5 months ago
10-22-24 Is the Stock Market Party Over?
What does it mean when the Conference Board's Index of Leading Indicators (a predictor of the next six months' economic activity) post's a negative .…
1 year, 5 months ago
10-22-24 The Market Is Doing Just Fine
Markets have now gone 6 weeks with gains without some kind of pullback or a negative week. Pay attention: The market is continuing in a rising-wedge …
1 year, 5 months ago
10-21-24 Q3-Earnings Estimates Remain Optimistic
Earnings estimates remain exceptionally optimistic, raising the question of whether consumer spending can sustain present levels (the source of earni…
1 year, 5 months ago
10-21-24 Markets Hitting Brand New Records This Year
Markets are hitting brand new records this year because they hitting levels which previously marked the peak of the market. Records are records for a…
1 year, 5 months ago
10-18-24 COLA Boost & Medicare Shifts: What You Must Know for 2025
Richard & Jonathan recap their recent recruiting visit on the campus of Texas A&M University: There is hope for the next generation. Earnings season …
1 year, 5 months ago
10-17-24 Volatility & The Market Climb: Should We Care?
Retail Sales numbers today, and earnings recaps (so far) and previews; looking for an outsized seasonal adjustment to Retail Sales due to calendar an…
1 year, 5 months ago
10-17-24 Markets Will Trend Higher...Until they Don't
Despite a plethora of negative videos proclaiming the imminence of market crashes, this market looks like 2007, and the end of the world is upon us (…
1 year, 5 months ago
10-16-24 You Ain't Rich
Will the strength (or weakness) of the consumer be revealed in this week's Retail Sales report? Liquidity is continuing to flow into markets; if thin…
1 year, 5 months ago
10-16-24 Why Oil Prices May Continue to Decline
We previously added exposure to Energy stocks when they were all beat up, and following a correction in oil prices, we expected to see a pick-up. Tha…
1 year, 5 months ago