– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]
A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we […]
Good overall earnings season – still going strong Economic reports show a mixed picture – but still good enough Semi-annual earnings report option gaining steam Saying goodbye to Spirit Airlines Markets PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:05:46 — 60.5MB)Subscribe: RSS
All-time highs – SP500 up 9% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%) Worried about No More Mr. Nice Guy The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks PLUS we are […]
All-time highs – SP500 up 8% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched JCD could not make it tonight – back for some more tests…. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 49:42 — 45.8MB)Subscribe: RSS
PCE and inflation trends – single day concern Earnings Season – Goldman, JPM Eco Reports of historic proportion Feds looking at Private Credit holdings at banks PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:08 — 56.3MB)Subscribe: RSS
A surprising payroll report The quick war – not over just yet Food inflation coming Economics – a bright spot and surprising report last week Space issues – Space sewage PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:12 — 57.3MB)Subscribe: RSS
March is the WORST month for markets in a long time. International equities getting killed Dollar Up, Oil Up, Equities Down, Bonds Down The markets Trump Card no longer works… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:01 — 55.3MB)Subscribe: RSS
JCD BACK IN THE HOUSE! Correction in some areas and sectors. Crude oil DROPS after “good” talks and a deal brewing with Iran. Airports are a mess. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:05 — 57.2MB)Subscribe: RSS
Exploring Bogus oil prices Hold cow – look at what Gemini and JSD can do… Markets needed good news – Correlation high Fed on hold? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:30 — 62.1MB)Subscribe: RSS
