Podcast Episodes
Back to SearchWhy Being Complacent About the Market is Dangerous (3/7/24)
Same song, second or third verse: Markets continue to trade within a very tight range, not making any huge advances while slowly trading upwards. Thi…
2 years ago
Proof: How Inflation is Affecting the Economy (3/36/24)
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speak…
2 years ago
Why No One is Hedging Portfolios (3/6/24)
Markets continue to trade within a very tight range, touching support yesterday. Watch computer algorithms kick-in at the open today to buy the 20-DM…
2 years ago
Valuation Metrics Suggest Investor Caution (3/5/24)
Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target'…
2 years ago
The Markets' Four-Month Advance (3/5/24)
Markets continue their march ever upward, trading in a very narrow range. This current four-month advance is one of the longest in market history, go…
2 years ago
Warren Buffett's Cash Dilemma (3/4/24)
Markets are entering the three strgonest months of the year; what if interest arwets aren't cut? February was unusually strong for a "weak" month; wh…
2 years ago
he AI Chase is Fueling Correction (3/4/24)
Markets have been 'up" 16 out of the past 18-weeks in a relatively low-volatility, narrow trading channel, creating an ever-larger divergence from th…
2 years ago
How to Plan for the Social Security Income Cap (3/1/24)
We're living in the "sticky zone" of inflation; the next shoe to drop will be in Regional Banking; the "Made in USA" tax credit proposal: giving mone…
2 years, 1 month ago
Are Buybacks Worth Paying Up For? (2/29/24)
Stock buyback activity is on pace to reach new, all-time highs (and it's only the end of February!) One reason for the gap between large-cap companie…
2 years, 1 month ago
Markets Are Heading Towards Reversion in Stock Prices (2/29/24)
(2/29/24) Markets are operating in a very narrow trend channel; the sell-off on Wednesday occurred when markets touched the top of that channel and b…
2 years, 1 month ago