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September 17th, 2026
Season 26 Episode 148
Fed - changed directions. Will history repeat like in Sept 2024 only in an inverse way?
GDP - Atlanta Fed see 5.1%! Acceleration. That'd be best since…
2 weeks, 1 day ago
September 16th, 2026
Season 26 Episode 147
Fed Day! Hike is likely
Oil Futures Curve - steep backwardation suggests oil settles down
Global debt - socialist style governments are paying the pric…
2 weeks, 1 day ago
September 15th 2026
Season 26 Episode 146
Postioning - still looks like people are not hiding
Short term risks - CTAs
Gold - does not like high rates. But gold NOT ripping is NOT a signal that …
2 weeks, 3 days ago
September 14th, 2026
Season 26 Episode 145
Bonds - failing to provide diversification from stock moves
Rates - not stopping yet!
VIX - Ready to fail at trend?!
Become a supporter of this podcast:…
2 weeks, 3 days ago
September 11th, 2026
Season 26 Episode 144
Is this bubble good? Have we seen anything like this before? Yes!
Dr Copper saying global growth is just fine
Rates - Fed meets next week and even thou…
2 weeks, 6 days ago
September 10th, 2026
Season 26 Episode 143
Risks Rising?
Volatility waking up?
Japan - rates and Yen keep rising. Yes carry trade risks
Oil...still moving on momentum. $108 strong resistance
Becom…
2 weeks, 6 days ago
September 9th, 2026
Season 26 Episode 142
1.) US DOLLAR = Weak...no flight to safety, no rate hike
2.) SENTIMENT - no euphoria. AAII Bull ratio looks constructive
3.) OIL- Tankers moving thru t…
2 weeks, 6 days ago
September 8th, 2026
Season 26 Episode 141
Debt - NOT a fleeing from US debt. This is a repricing of soverign solvency risk
Oil - probably headed higher as WTI, Brent breakouts...now Shanghai f…
3 weeks, 3 days ago
September 3rd, 2026
Season 26 Episode 140
Debt - NOT a fleeing from US debt. This is a repricing of soverign solvency risk
Oil - probably headed higher as WTI, Brent breakouts...now Shanghai f…
3 weeks, 3 days ago
September 2nd, 2026
Season 26 Episode 139
POSITIONING in markets is what matters. You see euphoria? Nope
Rates - rising everywhere..not just in US. Inflation AND growth tend to come hand in ha…
3 weeks, 3 days ago