Podcast Episodes
Back to Search4-11-24 Is Inflation Too Hot to Handle?
CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently ren…
2 years, 2 months ago
4-11-24 Will Markets Break the Trendline?
Last year's market rally amid the AI chase and hopefulness for Fed rate cuts tracked right along a narrow channel around the 20-DMA. Then came Summer…
2 years, 2 months ago
4-10-24 Can Social Security Be Saved?
It's CPI Day (with m/m inflation clocking in with a .4% increase, and a y/y gain to 3.8%, hotter than expected). Sheila Jackson-Lee's science experim…
2 years, 2 months ago
4-10-24 Markets Hang Onto Support...barely
Markets continue to hang onto support at the 20-DMA by its fingertips. Expectations are for a .3% increase in inflation last month. (There's a mini-s…
2 years, 2 months ago
4-9-24 Margin Debt Surges as Bulls Leverage Bets
Some are disappointed the eclipse did not herald the Rapture; markets are holding firm at 20-DMA. NFIB preview vs CEO Confidence; why small business'…
2 years, 2 months ago
4-9-24 Is the Bullish Trend Weakening?
Our advice to NOT have a knee-jerk reaction to last Thursday's markets dip below the 20-DMA was well founded, as markets were able to hold on to that…
2 years, 2 months ago
Is the Inflation Scare Overblown? (4/8/24)
Eclipse-mania is out of control. Fed speakers confirm they'll cut rates, but in no rush to do so. Jobs numbers tantalize markets; the impact of immig…
2 years, 2 months ago
Will Markets Confirm a Break of the 20-DMA? (4/8/24)
The mood in the markets for the past few months has been, so long as we're on the 20-DMA, don't worry about it; markets just keep going up. Well...on…
2 years, 2 months ago
Are You Really Ready for Tax Day? (4/5/24)
Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying…
2 years, 3 months ago
Is America Mirroring Japan's Lost Decade? (4/4/24)
In this week's Fedapolooza, Fed spokespersons seem to be growing less hawkish about rates. Inflation is simply a function of supply & demand. There i…
2 years, 3 months ago