Podcast Episodes
Back to SearchHow We're Fighting Inflation Now (9/1/23)
(9/1/23) Anticipating Jobs Report (187k vs 170k estimated); bad news is good news. Inflation is here to stay; wage growth is slowly cooling; Lending Club survey on living paycheck to paycheck & non-e…
Published on 2 years, 3 months ago
Has the Fed Already Broken Something? (8/31/23)
(8/31/23) Markets prepare to move into September, with weaker ADP report, downward revision to GDP, and a large gap between GDP vs GDI (Gross Domestic Income). GDP is on the rise, GDI is declining; w…
Published on 2 years, 3 months ago
Will September Weakness Return? (8/31/23)
(8/31/23) Markets have had four days of advancing action following a 5% correction; markets are not yet back to extreme over-bought conditions. There is still some room in this rally to get the S&P b…
Published on 2 years, 3 months ago
Markets Cleared Resistance (8/30/23)
(8/30/23) There will be some short-term economic benefit from the landfall of Hurricane Idalia in Florida--a momentary boost from damage repairs spending. Economic data has been coming in better-than…
Published on 2 years, 3 months ago
Markets are Hopeful as Data Declines (8/30/23)
(8/30/23) Economic data has been "better than expected." Markets cleared the 20- and 50-DMA Tuesday, surpassing resistance to get back to previous highs. The MACD buy-signal was triggered; the market…
Published on 2 years, 3 months ago
The "Do Whatever it Takes" Economy (8/29/23)
(8/29/23) Hurricane Idalia is bearing down on Florida; will there be epic adventure stories from Florida Man? Will markets "catch-up" to economic data, or will the data begin to prove-out market opti…
Published on 2 years, 3 months ago
Have Markets Set the High for the Year? (8/29/23)
(8/29/23) Markets a bullish and condensed, earnings estimates are still on the rise, and everyone is expecting things will be better, going forward. Last month's correction has not taken away from th…
Published on 2 years, 3 months ago
Will September Be Better than August? (8/28/23)
(8/28/23) AOC to ban Donald Trump Mug shot glasses? Capitalism at its best. The NVDIA aftermath. More supplemental funding for vaccines: Follow the money. Defining capitalism. Markets having a sloppy…
Published on 2 years, 3 months ago
Is Better Market Performance Ahead? (8/28/23)
(8/28/23) This has been a rare month in August, with the S&P unable to string together more than two positive days in a row. The sell-signal has gotten pretty over-sold, at this point, and the market…
Published on 2 years, 3 months ago
Five Steps to Retirement in Five Years (8/25/23)
(8/25/23) Markets await comments today from Jerome Powell at the Jackson Hole confab; inflation is not going away, and is affecting financial planning: What is your risk tolerance now? Five steps to …
Published on 2 years, 4 months ago