Cash on the sidelines…. (that thesis is coming back)
ATH – Fed cut, AI earnings, buybacks… (Sentiment)
Most hated stocks – more hate
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:05:18 — 60.1MB)
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Football Team Valuations
Sexy is back – Retail
What winning the Powerball Jackpot means
A little 1,000,000 revision…
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Podcast: Play in new window | Download (Duration: 1:07:23 — 62.0MB)
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Blame it on AI – new excuse: Flirty Chatbots
NVDIA earnings the high point for a while?
Announcing the WINNER of the CTP
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Podcast: Play in new window | Download (Duration: 1:01:38 — 56.7MB)
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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.
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Podcast: Play in new window | Download (Duration: 1:02:35 — 57.6MB)
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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 Music/Podcasts!
Podcast: Play in new window | Download (Duration: 1:06:57 — 61.6MB)
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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
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Podcast: Play in new window | Download (Duration: 1:07:44 — 62.3MB)
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Employment Report – Revisions Gone Wild
But The Dip (Aka The Bend and Snap)
Earnings Season – Plenty of CapX
Boeing making moves – unions may strike
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Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)
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GDP, Earnings and FOMC meeting
Cover Art – Best Ever – Not…
New term – QUISHING
I gotchooo and Say less
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Podcast: Play in new window | Download (Duration: 1:06:45 — 61.4MB)
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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
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Podcast: Play in new window | Download (Duration: 1:09:05 — 63.5MB)
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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!
Podcast: Play in new window | Download (Duration: 59:39 — 54.9MB)
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