Podcast Episodes
Back to Search8-29-24 Nvidia Knocks the Cover off the Ball
Nvidia reports very strong revenue growth, up 122%, in its latest quarterly results. The chip maker is still seeing earnings beat estimates by a dece…
1 year, 10 months ago
8-28-24 Stop Worrying About Taxes
Markets and Investors await today's earnings report from Nvidia, which has been tagged, 'The Most Important Stock in the World.' Expectations are VER…
1 year, 10 months ago
8-28-24 Markets Hang on Nvidia's Report
Markets have been hanging-in for the past few days. Remember, back in June and July, we were looking at extreme deviations, and expecting a correctio…
1 year, 10 months ago
8-27-24 Overbought Conditions Set up for Correction
Today's show is all over the place: Durable Goods take a big jump...unless you remove Aircraft. Astronauts stuck in space: Elon Musk to the rescue. M…
1 year, 10 months ago
8-27-24 The Correction Will be Shallow
Markets were fairly over-sold three weeks ago; fast forward to today, and markets are very over-bought. This reversal has not been surprising. Our Ri…
1 year, 10 months ago
8-26-24 Risk Management Still Matters
Jerome Powell says interest rate policy is due for a change; market future predict four rate cuts by the end of the year. Rate cuts, the election, an…
1 year, 10 months ago
8-26-24 Why is Everyone Long on Gold?
Markets are looking to push to all-time highs, and breadth has improved markedly; the ten-day rate of change has been extremely strong. We've had ten…
1 year, 10 months ago
8-23-24 How to Prepare for Recession (even when there isn't one)
Joy, Gratitude, and the difficulty of knowing what narrative to believe. Still to come: Jerome Powell's speech at Jackson Hole, and reaction to negat…
1 year, 10 months ago
8-22-24 Jackson Hole Preview
Markets are again approaching all-time highs, with the NASDAQ exhibiting a most v-like recovery, up 11% in ten days. Markets' response to the largest…
1 year, 10 months ago
8-22-24 The Bullish Trend Remains Intact
The S&P is approaching its all-time high, but there is a good bit of resistance the market is about to run into. The NASDAQ is up 11% in the past ten…
1 year, 10 months ago