Podcast Episodes
Back to SearchAre Markets Front-running Rate Cuts? (12/12/23)
(12/12/23) It's CPI Day, and November inflation clocked-in at an expected rate of .1%, which now begs the answer to tomorrow's question: Will the Fed…
2 years, 3 months ago
Is Measuring Markets By Equal-weighting Better? (12/12/23)
12/12/23) How can you accurately measure your portfolio performance when the "Magnificent 7" gaggle of stocks this year has literally domninated mark…
2 years, 3 months ago
Ten Steps to Achieving the 'American Dream' (12/11/23)
(12/11/23) Friday's employment report was not great: comprised pf mostly striking workers returning to the job; factor out anomalies, and it was a ve…
2 years, 3 months ago
Markets Set New 2023 High (12/11/23)
(12/11/23) Markets have actually set a new high for the year, now up about 20% for 2023. Pretty amazing, considering markets haven't really gone anyw…
2 years, 3 months ago
Putting Cash to Work in a 5% World (12/8/23)
(12/8/23) Markets and the Fed are at odds in interest rate expectations; AMD vs NVDIA in the chip wars; why markets are pulling back: Setting up for …
2 years, 3 months ago
#Bitcoin Back in the Headlines (12/7/23)
(12/7/23) Markets are hoping for a Santa Claus rally; Jobless claims and employment numbers preview: What will the Fed do? What the VIX is telling us…
2 years, 3 months ago
What the VIX is Saying
(12/7/23) As recently as October the Volatility Index (VIX) was rising, spurring concerns about super-bearish outcomes; and as the VIX was very exten…
2 years, 3 months ago
Will 2024 See a Soft-landing, Recession...or Worse? (12/6/23)
(12/6/23) Will there be a soft-landing, recession, or worse in 2024...or not until 2025? There is still lots of liquidity sloshing around the system.…
2 years, 3 months ago
What Happens When Buybacks Go Away (12/6/23)
(12/6/23) Markets "slopped" around on Tuesday, preparing to fulfill our prophecy of a market correction in early December. Corrections can also be a …
2 years, 3 months ago
Is There Hope for 2024? (12/5/23)
(12/5/23) There have been fewer declining economic surprises of late as the economy weakens. We're noting a surge in use of buy-now/pay-later service…
2 years, 3 months ago