Blame it on AI - new excuse: Flirty Chatbots NVDIA earnings the high point for a while? Announcing the WINNER of the CTP PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Sh…
Published on 2 months, 1 week ago
Episode 766
Jackson HOLY cow what a move.... SOE's get used to it - We are now China. Airline consolidation or murder? Bond yields - Long bond yields up. PLUS we are now on Spotify and Amazon Music/Podcasts!…
Published on 2 months, 2 weeks ago
Episode 765
Bottom Fishing for bargains. Consolidation, Digestion - awaiting the next catalyst. Saudi SWF takes a hit. The Jackson Hole confab is around the corner. PLUS we are now on Spotify and Amazon Musi…
Published on 2 months, 3 weeks ago
Episode 764
China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon M…
Published on 2 months, 4 weeks ago
Episode 763
Employment Report - Revisions Gone Wild But The Dip (Aka The Bend and Snap) Earnings Season - Plenty of CapX Boeing making moves - unions may strike PLUS we are now on Spotify and Amazon Music/P…
Published on 3 months ago
Episode 762
GDP, Earnings and FOMC meeting Cover Art - Best Ever - Not... New term - QUISHING I gotchooo and Say less PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and L…
Published on 3 months, 1 week ago
Back from Vacation - refreshed? Fun with Coldplay! A quick look at how indices and sectors are doing Sugar in the news.... The REAL running of the bulls - bad things happen PLUS we are now on Sp…
Published on 3 months, 2 weeks ago
Episode 760
OBBBA written into law! Big week for Coney Island The American Party - Musk taking a shot Amazon Prime Day (Prime Week) happening PLUS we are now on Spotify and Amazon Music/Podcasts! Click H…
Published on 4 months ago
Episode 759
Month/Quarter ends and everything is just peachy Banks got some good news - you can't have a prolonged rally without the financial sector Bond yields soften a bit as Trump closer to Shadow Fed anno…
Published on 4 months, 1 week ago
Episode 758
WAR! (or is it?) Tesla Robotaxi Update Japan's rice problem Drink up! New guidelines coming... PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnpl…
Published on 4 months, 2 weeks ago
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