Podcast Episodes
Back to SearchInflation: Fed Won’t Pick a Fight It Can’t Win – Ep 672
* Markets rally as the rotation to value and dividend stocks continues.
* Treasury yields slip.
* Big moves in oil and dollar.
* Gold and si…
5 years, 3 months ago
When Krugman Talks, Don’t Listen – 671
* Stock market down on anniversary of 2020 crash.
* Biden readies $4 Trillion more in stimulus before the ink dries on the last round of checks.…
5 years, 3 months ago
Markets Are Not Buying What the Fed Is Selling – 670
* St. Patrick’s Day green turns into a sea of red.
* CPI is another government lie.
* Markets worried the Fed will fight inflation.
* Gold m…
5 years, 3 months ago
Fed Turns Screens Green for St Patrick’s Day – Ep 669
* Markets rally as Fed continues its game of chicken.
* Jerome Powell gambling that this time things will be different.
* Gold and silver up. …
5 years, 3 months ago
Anchors Aweigh. Adrift in a Sea of Inflation – Ep 668
* Dow breaks its streak of seven day record highs.
* Import and export prices rise.
* Home building prices rise.
* Expansive tax hikes comin…
5 years, 3 months ago
Fed Playing Chicken with Bond Market – Ep 667
* Investors starting to adopt my thesis.
* Money doesn’t create purchasing power.
* Biden’s stimulus is just a down payment.
* Massive looph…
5 years, 4 months ago
Peak Insanity – Ep 666
* NASDAQ enters into a correction.
* Cathy Wood buys overpriced momentum stocks.
* The madness of crowds has reached an all-time high.
* NFT…
5 years, 4 months ago
Fed Between a Rock and a Hard Place – Ep 665
* Oil prices surge to two year highs.
* Restaurants being allowed to reopen is not employment strength.
* Jerome Powell spooks the markets wit…
5 years, 4 months ago
Fed Gets RBA to Do Its Dirty Work – Ep 664
* Big gains on Monday give back on Tuesday.
* Australia doubles down on their QE program.
* US stock market rally made in Australia.
* Kevin…
5 years, 4 months ago
Inflation Is No Threat to Gold – Ep 663
* Stock markets end February hemorrhaging.
* March may start with a black Monday blood bath.
* Meme stocks mania add to the market craziness.
…
5 years, 4 months ago