Podcast Episodes
Back to SearchWill the Fed Raise Inflation Target to 3%? (8/16/23)
(8/16/23) The continuing saga of Rocky Racoon at the Roberts' house; Retail Sales are still strong; the Atlanta Fed's GDP forecast calls for 5% growth = Inflation is still present, so no rate cuts fr…
Published on 2 years, 4 months ago
Markets Setting Up to Rally (8/16/23)
(8/16/23) Markets broke the 50-DMA Tuesday, but that's not necessarily dire news. However, if the market fails to get above the 50-DMA, the next logical support level will be the 100-DMA at about 4,2…
Published on 2 years, 4 months ago
Are Bonds a Better Choice Now? (8/15/23)
(8/15/23) Texas Heat & a trapped racoon (the saga continues...) Is Inflation on the rise again? Earnings estimates growth are predicated on no Recession; could the Fed raise its target inflation rate…
Published on 2 years, 4 months ago
Is Stronger Economic Growth Possible Now? (8/15/23)
(8/15/23) Markets bounced right off the 50-DMA Monday in an initial test of support in consolidation of correction activity. But futures are opening a bit weaker this morning for yet another test of …
Published on 2 years, 4 months ago
Why the Fed Will Cut Rates (8/14/23)
(8/14/23) August means hot weather in Texas, and the conclusion of earnings season, with a re-focusing on economic data. A burning question at the upcoming Jackson Hole rich guys' confab: What will i…
Published on 2 years, 4 months ago
Can Markets Bounce Back? (8/14/23)
(8/14/23) Markets came down on Friday, testing the 50-DMA and bounced and closed slightly higher than the previous low. Futures this morning look a little bit higher, and the question today is whethe…
Published on 2 years, 4 months ago
Minimizing the Chances of Dying Poor (8/11/23)
(8/11/23) The Summer Malaise (and associated heat) continues, with no Recession: Looking for a market pullback. This is not a normal economic cycle; what will holiday spending reveal? The impact of A…
Published on 2 years, 4 months ago
What Happens if Inflation Ticks-up? (8/10/23)
(8/10/23) CPI Day: What happens if Inflation ticks-up? No expectation of Fed to react w rate hike; the housing component of CPI, Home Owner Equivalent Rent, lags by 3-months. Tomorrow's PCE report ma…
Published on 2 years, 4 months ago
Why Bonds Are Best Bet (8/10/23)
(8/10/23) Markets are continuing their correctional phase, selling off again Wednesday. This is what we've been anticipating, and now that it's underway, there's really nothing of any concern. We've …
Published on 2 years, 4 months ago
Why Interest Rates Cannot Go Higher (8/9/23)
(8/9/23) The Market Sell-off continues, even as Europe takes its August break; reward for companies beating lowered earnings estimates has been muted; NFIB Report (50% of economy is small businesses …
Published on 2 years, 4 months ago