Big slowdown in prices of base metals and ags. Not inflationary – more like deflationary. An update on MonkeyPox, China, Oil and John McAfee. The ever exciting G7 meeting – what actually got done anyway? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:35 — 51.2MB)Subscribe: […]
Stocks blasted, then loved. Markets have no memory. Car loans 6, 7 years? Fear is palpable. What happens when everyone is on one side of the ship? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)Subscribe: RSS
Floating a 75bps hike – late Monday that is what the Fed is doing in hopes of moving faster to just pull the band-aid off. Crypto collapse – bad things happening in the space this week. Mortgage applications drop off a cliff as the Fed is expected to pump up the volume… PLUS we are […]
Target reports more problems – but market take it as a massive deflationary happening. June is expected to be an “up” month – breaking the string in 2022. Musk, Dimon and others are panicking – should we stay or should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new […]
What a week – markets on fire! Inflation is everywhere – but the latest retail reports show a deflationary trend. Economic realty – the Fed’s communication strategy is working – maybe too well. Russia fighting back on the economic front – what that could mean to foreign investment in the future. PLUS we are now […]
What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb. Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse. A coupe of limericks… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:40 — 59.5MB)Subscribe: […]
TwitDrama is still going strong. Oil prices are back up and this is cause for some concern. Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition. Bernanke in an unusual twist…. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download […]
He went too far – TOO FAR! Europe abandons its plans – oil recoils. Twitter drama continues… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:18 — 55.5MB)Subscribe: RSS
Fed decision imminent. Global slowdown – is now the time to cool the rate hike discussion a bit? It is the worst start of a year since….. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:04:21 — 59.2MB)Subscribe: RSS
Interesting development with rates – first time in a very long time this happened. YUAN moving – big change of trend Big news from GM – or is it? Stocks slump, bonds up – correlations normalize for once. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]
