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August 13th, 2026
Season 26 Episode 128
3M - a look at economic activuty that tells a story of strength
NO RATE HIKE COMING. PERIOD.
Share buybacks are ramping
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1 month, 2 weeks ago
August 12th, 2026
Season 26 Episode 127
Bubble...not like 1999
Investors keep saying Yes to companies raising capital
Buy gold
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1 month, 2 weeks ago
August 11th, 2026
Season 26 Episode 126
Inflation is not the same for everyone
Housing
Oil
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1 month, 2 weeks ago
August 10th, 2026
Season 26 Episode 125
Bearish Dollar Good for gold
VIX and forward returns
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1 month, 2 weeks ago
August 7th, 2026
Season 26 Episode 124
CTAs squeezing gold higher?
Jobs number sucked. The Fed is NOT going to raise rates.
Becareful of labels and arbitrary numbers in maket speak
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1 month, 2 weeks ago
August 6th, 2026
Season 26 Episode 123
Software is NOT dead!
Equal Weighted Indexes are telling a good story
Gold still trending lower, but a base is now looking for formidable
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1 month, 3 weeks ago
August 5th, 2026
Season 26 Episode 122
Share buyback window opening wider!
New all time highs!
Invetory to sales ratio at levels lower than the last three recessions. This is BULLISH!
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1 month, 3 weeks ago
August 4th, 2026
Season 26 Episode 121
Valutions - Cheapest since 2020! This is NOT the most expensive market ever.
NSYE - hitting new highs
STOXX 50 - Europe breaking out for first time sin…
1 month, 3 weeks ago
August 3rd, 2026
Season 26 Episode 120
Inflate or Die!
Taylor Rule says rates too low!
30 Yr Yields still breaking out
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1 month, 3 weeks ago
July 31st, 2026
Season 26 Episode 119
Banks - healthy breakout
DXY - Risk on breakdown
Gold - Healthy consolidation
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1 month, 3 weeks ago