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Special Privileges for Some Means Freedom for None – Ep. 359

Current Events
Not much has been going on in the economy or the financial markets the last couple of days.  Its been  pretty quiet, so I'm going to t…

8 years, 1 month ago

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Jobs Report Feeds Delusional Economic Narrative – Ep. 358

Jobs Friday
Today is the first day of June and it's also jobs Friday. But before we get to the always highly-anticipated nonfarm payroll number, I wa…

8 years, 1 month ago

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Ep. 357: Populism a Bigger Problem in the U.S. Than Italy

Economy Slowing Down
We got quite a bit of economic data that was released today, pretty much all of it confirming what everybody seems to be denying…

8 years, 1 month ago

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Ep. 356: Oil, Bonds, Currencies, Tariffs & Guns

Biggest Move in Crude Oil
Not much action today in the stock markets on this Friday before a 3-day Memorial Day holiday weekend.  The action was real…

8 years, 1 month ago

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FOMC Is Far More Dovish Than the Minutes Imply – Ep. 355

Markets Rallied on Fed Minutes Interpreted as Dovish
Earlier today we got the release of the latest Federal Open Market Committee minutes and before …

8 years, 1 month ago

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Trade War Ends Before It Begins – Ep. 354

Solid Gains Today in the Major Stock Market Averages
We had solid gains today in the major stock market averages; the DJIA putting in the largest per…

8 years, 1 month ago

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Bond Breakdown Gathers Momentum – Ep. 353

Las Vegas to Vancouver to Las Vegas
I'm recording today's podcast from my hotel room in Vancouver, Canada.  I'm up here for a couple of days at the 2…

8 years, 1 month ago

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Currency Traders Have It Backwards Ep. 352



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8 years, 2 months ago

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Consumers Won’t Be Comfortable with Higher Inflation – Ep. 351

Fed is Willing to Tolerate Higher Inflation
Today is the first Friday in May and that means we got the April Jobs Report released today, and before I…

8 years, 2 months ago

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Sell in May and Go Away – Ep. 350

Market Tends to Produce Better Returns in the First 4 Months of the Year
There is an old Wall Street adage: "Sell in May and Go Away". The reason for…

8 years, 2 months ago

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