Podcast Episodes
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July 16th, 2026
Season 26 Episode 108
KOSPI - South Korean stock market breaks trend
Space X - Unlock schedule
Capital - a lot of global capital sloshing around in the system
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2 months, 2 weeks ago
July 15th, 2026
Season 26 Episode 107
CPI - Breadth falling...good for no hike? Maybe a cut?
Strait of Hormuz
Yield Curve - rising
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2 months, 2 weeks ago
July 14th, 2026
Season 26 Episode 106
Oil - doing what I said it might do
CPI - deceleration...should not be a surprise
Concentration - we don't have that concentrated of a market. Stop lis…
2 months, 2 weeks ago
July 13th, 2026
Season 26 Episode 105
Mid-Term
US Dollar
Kospi
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2 months, 2 weeks ago
July 10th, 2026
Season 26 Episode 104
Crack Spreads - widening!
Put/Call Ratio - max fear yesterday!
Earnings momentum - good
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2 months, 2 weeks ago
July 9th, 2026
Season 26 Episode 103
US Dollar - weakening?
Broadening - Non-AI earnings growth is happening
Coffee - 26 year high price spike. Stock up?
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2 months, 2 weeks ago
July 8th, 2026
Season 26 Episode 102
INSIDERS - buying tech
DJTR - Headline risk with Pres Donald J Trump
Oil - the bounce is on
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2 months, 3 weeks ago
July 7th, 2026
Season 26 Episode 101
KOSPI - something wicked this way comes? or buying opportunity
TECH - Breadth smells bad. 59% of tech stocks in S&P 500 are in bear territory
S&P 500 B…
2 months, 3 weeks ago
July 6th, 2026
Season 26 Episode 100
Healthcare - at an important juncture...gettting rotation
Sentiment - Still climbing a wall of worry as bore bears that bulls show up
Gold - Not tradin…
2 months, 3 weeks ago
July 2nd, 2026
Season 26 Episode 99
Rates - labor and bond markets signaling disinflation
Healthcare - rotation
Oil - crashing...BUT if it is going to bounce, this is the spot that would …
3 months ago