Podcast Episodes
Back to Search1-15-25 CPI Encourages Markets
Markets have been flirting with the 100-DMA over the past few days, breaking it twice. But money flows have been coming into the markets, enabling re…
1 year, 5 months ago
1-14-25 Tactically Bearish As Risks Increase
PPI & CPI Preview: Earnings season is about to commence, followed by the opening of the Buy Back window. Higher yields (and term premiums) are weighi…
1 year, 5 months ago
1-14-25 PPI Disappoints
Markets rally to close just above 100-DMA on Monday. (If you're using a moving average as a stop-loss, don't initially react to a break!) Markets are…
1 year, 5 months ago
1-13-25 Investor Resolutions for 2025
The Cleveland Fed's expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of Calif…
1 year, 5 months ago
1-13-25 How Low Can Markets Go?
Markets will open lower this morning on continued inflation fears and the Fed's more hawkish stance. BUT...stocks have been really over bought and ov…
1 year, 5 months ago
1-10-25 What the Social Security Fairness Acts Means for Your Retirement
Richard and Jonathan discuss the narratives that are driving the markets, and the fear factor for bond investors. Is the response to tariff threats a…
1 year, 5 months ago
1-9-25 Why Are Bond Yields Rising?
Markets barely achieved a positive close on Wednesday, to create a string of positive action for the first five trading days in January. (Markets are…
1 year, 5 months ago
1-9-25 DMA Crossovers Are Not a Death Knell
Wall Street axioms can be fun, but remember that they're based on historical averages. Which brings up the January Barometer: As go the first five tr…
1 year, 6 months ago
1-8-25 Market Reversal: Implications Now
With Friday's December Employment Report waiting in the wings, it's fair to ask what happened to the December JOLTS Report. Investors are questioning…
1 year, 6 months ago
1-8-25 Is the January Barometer Broken?
Today is the 5th Trading Day of January, and as go the first five days of the year, so goes the month of January, and so goes the rest of the year...…
1 year, 6 months ago