Podcast Episodes
Back to SearchAre Market Bubbles a Function of Psychology? (3/25/24)
Stop the re-makes of '80's movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrow…
2 years ago
Risk is Building for a Correction...at some point (3/25/24)
Markets have had a very strong advance over the past 21-weeks. The one thing we keep paying attention to is the indicator of the convergence/divergen…
2 years ago
Beware the Risks in Medicare Advantage 2024 (3/22/24)
What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up…
2 years ago
How Will the Fed Rate Announcement Affect You? (3/21/24)
Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan d…
2 years ago
The Fed's New Form of QE (3/19/24)
There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by t…
2 years ago
Follow the Bouncing 20-DMA (3/19/24)
The markets continue to bounce along the 20-DMA, each time touching the mark, the algo's kick in to push stocks to the top of the trading range. This…
2 years ago
The Bull Market Trend is Showing Some Cracks (3/18/24)
During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally…
2 years ago
Watch for a Break in the 20-DMA for Correction Trigger (3/18/24)
(3/18/24) In one week's time (while we were on vacation, literally nothing changed in the markets. Markets' bullish trend continues, with future also…
2 years ago
Holding Long-term Bonds, but not to Maturity (3/8/24)
Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Ru…
2 years ago
Liquidity Problems Are Closer Than You Think (3/7/24)
Earnings growth are a function of economic growth; the US Economiy is de-coupled from the rest of the world, which economy is poor. The danger of def…
2 years ago