Podcast Episodes
Back to Search6-12-24 Managing Risk and Return with Individual Treasury Bonds
It's Fed Day and Inflation Day: The FOMC meeting commences, and inflation in May cooled a bit. What will the Fed's Dot Plot show? Rate cut expectatio…
1 year, 9 months ago
6-12-24 Is Now the Time to Buy Apple?
Markets set another all-time high Tuesday, albeit marginal, despite the trumpeting headlines, and trading negatively for most of the morning. We're n…
1 year, 9 months ago
6-11-24 How the 60/40 Investment Strategy Works for You
Markets are essentially in stasis until after tomorrow's conclusion of the FOMC meeting. Market enthusiasm is similar to that seen in 2000, but there…
1 year, 9 months ago
6-11-24 Is Now the Time to Buy Crude Oil?
Markets are essentially on hold for the next 48-hours until we get through the FOMC meeting starting today; results will be announced tomorrow. Marke…
1 year, 9 months ago
6-10-24 Rising Unemployment Rate: A Possible Recession Indicator?
Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been q…
1 year, 9 months ago
6-10-24 Will the Fed Reverse Quantitative Tightening?
Futures are pointing lower this morning, which is no surprise. After a multi-weeks' long run in the markets, investors today will likely re-test the …
1 year, 9 months ago
6-7-24 How to Maximize Your Severance Package
The D stands for Donuts: It's International Donut Day; Buc-Cee's Donuts & Jerky; Can a Texas Stock Exchange survive? JR weighs in. NYC's economic sui…
1 year, 9 months ago
6-6-24 Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown
D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for R…
1 year, 9 months ago
6-6-24 Nvidia Overtakes Apple at $3 Trillion Market Cap
Big day for Nvidia on Wednesday, crossing the $3-Trillion market cap threshold to become the second-biggest company in the S&P...and surpassing Apple…
1 year, 9 months ago
6-5-24 Could Roaring Kitty's Wealth Top $1-Billion?
More weak economic data from the Atlanta Fed; semiconductors are outperforming software stocks, 3:1; look for consolidation in that sector. Domestic …
1 year, 9 months ago