Podcast Episodes
Back to Search7-2-24 Interest Rates are a Function of Inflation and Economic Growth
Interest Rates have taken a big jump over the last few days, triggering an avalanche of emails, asking, 'what's going on?' Answer: Nothing. It's the …
1 year, 9 months ago
7-1-24 The Confidence Dichotomy
The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest …
1 year, 9 months ago
7-1-24 Markets Prepare for Second Half
The market is up a little more than 15% to date, for a very healthy start to the year. Friday's action, not surprisingly, was a little sloppy for the…
1 year, 9 months ago
6-27-24 Market Downtrend: Understanding Snowball Effects and the Role of the Fed
Wrapping up the month of June, and the start of a new Quarter in July: Expect market volatility. Micron's miss will weigh on tech sector. Analysts' e…
1 year, 9 months ago
6-27-24 Why Is Wall Street Selling off Nvidia?
Tonight's "great debate" doesn't mean much from a market perspective. However, with three months to go before the Presidential election, options mark…
1 year, 9 months ago
6-26-24 The Irony in Consumer Confidence
Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' co…
1 year, 9 months ago
6-26-24 How Long Can Markets Remain Over-bought?
Markets are over-bought and can stay that way for a long time. Being over-bought is a function of momentum. A lot of market momentum will drive asset…
1 year, 9 months ago
6-25-24 Is S&P 6,300 Outside the Realm of Possibility?
Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth…
1 year, 9 months ago
6-25-24 What to do with Nvidia?
Did the darling of Wall Street take a drubbing? Nvidia headlines were rampant following its huge run and a 10:1 stock split. Now the stock has droppe…
1 year, 9 months ago
6-24-24 Avoid These Common Trading Mistakes
Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and market…
1 year, 9 months ago