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)Subscribe: RSS

Football Team Valuations Sexy is back – Retail What winning the Powerball Jackpot means A little 1,000,000 revision… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:23 — 62.0MB)Subscribe: RSS

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! Podcast: Play in new window | Download (Duration: 1:02:35 — 57.6MB)Subscribe: RSS

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)Subscribe: RSS

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 Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:07:44 — 62.3MB)Subscribe: RSS

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/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)Subscribe: RSS

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! Podcast: Play in new window | Download (Duration: 1:06:45 — 61.4MB)Subscribe: RSS

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 Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:09:05 — 63.5MB)Subscribe: RSS

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)Subscribe: RSS