Podcast Episodes
Back to SearchWatch 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, 3 months 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, 3 months 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, 4 months ago
Why 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago