Podcast Episodes
Back to Search9-30-24 Get Ready for Earnings Season Tomorrow
Earnings season begins tomorrow, and the stock buyback window closes until the end of October. There's really nothing wrong with the markets followin…
1 year, 6 months ago
9-27-24 Is Micro-Retirement Right for You?
Jonthan & Jonathan stand in for Danny & Rich with a preview of today's PCE report, and inklings of dissent within the Fed on the latest rate cut. The…
1 year, 6 months ago
9-26-24 Bull Steepener Alert: How Agency REITs Can Supercharge Your Portfolio
Plenty of things to move markets this week, including economic numbers and multiple Fed members' commentaries on why they did what they did last week…
1 year, 6 months ago
9-26-24 Flow Trumps Thesis
The markets; short term "Cup & Handle" formation was confirmed on Wednesday, which is a technical expression of markets' bullishness. Such usually le…
1 year, 6 months ago
9-25-24 Rate Cuts & Recession Fears: Will Politics Drive Your Portfolio Off a Cliff?
Could the S&P hit 6,000 by the end of the year? Some prognosticators are saying so, hyped on exuberance, but consumer confidence is suggesting otherw…
1 year, 6 months ago
9-25-24 Will the Cup & Handle Runneth Over?
Markets are pretty bullish, short term: Technically speaking, last year's "Cup & Handle" formation suggested markets would go higher this year, which…
1 year, 6 months ago
9-24-24 Who Benefits Most from the Latest Fed Rate Cut?
Oil prices conitnue to weaken in the face of optimism from analysts now forecasting an 18% gain in earnings in 2025. One of them is wrong. Lance and …
1 year, 6 months ago
9-24-24 Oil price dip - a signal of economic weakness?
Oil prices have rallied and are becoming over bought, but remain weak overall. This decline in oil prices is undermining some of the more exuberant o…
1 year, 6 months ago
9-23-24 Will This Week's Data Support Fed Rationale for Cutting Raates?
We're entering the last-half of September, which is typically the weaker period of an already, traditionally weak month in the markets. Earnings seas…
1 year, 6 months ago
9-23-24 Market Selloff Still Likely Ahead of Elections
Markets fluttered on Friday, ending right where they started. An unusually large options expiration cluster added volatility. There were two bullish …
1 year, 6 months ago