No rest for bankers – weekend overload to quiet markets.
COCO bond rug pull – billions lost
The Fed in a no-win position this week. Rate decision meeting Wednesday.
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Podcast: Play in new window | Download (Duration: 55:59 — 51.5MB)
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Banks get smoked as depositors run scared.
Fortunately we get a Sunday Night STICK SAVE!
We have some bones to pick – bad math and even worse work ethics.
Where are the bargains? We have some thoughts.
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Podcast: Play in new window | Download (Duration: 1:03:48 — 58.7MB)
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China making moves. Elon gets his crown back and reversal of fortunes.
March is just ahead – rates could spoil the party.
Baby Bonds are back on the menu…
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Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)
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Markets are feeling the pain of a Fed that just can’t make up its mind.
Earnings from retail – not so good.
Global warming is the reason for this all!
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Podcast: Play in new window | Download (Duration: 57:09 — 52.6MB)
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The sky is falling – literally.
We are seeing markets applaud spending cuts – but how far does that reach?
An update on inflation and the Fed’s latest shenanigans.
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Podcast: Play in new window | Download (Duration: 58:20 — 53.7MB)
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Superbowl mania – what we think (not that anyone cares)
China balloons, market bubbles and plenty of frothy convo.
An update on the Weekly Stock pick’s game and the current Closest to the Pin
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Podcast: Play in new window | Download (Duration: 55:59 — 51.6MB)
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A new CTP announced – the first one for 2023.
There is a new buzzword and it moves stocks pretty substantially.
Big week ahead, earnings and the FED – coming at us at full speed.
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Podcast: Play in new window | Download (Duration: 1:00:02 — 55.3MB)
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Europe is not the hot investment ticket.
The markets like all the bad news – layoffs, weak economics.
A big trade in 2022 pays off – billions and billions.
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Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)
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Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed.
China has an interesting update on their population.
Yield Curve inversion is real – pay attention.
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Podcast: Play in new window | Download (Duration: 58:37 — 54.0MB)
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Greatest scam ever! Keep em’ FAT!
2023 outlook – what comes next.
Updates on New Years and the weather in Cali.
Announcing the winner of the 2022 Closest to The Pin Cup!
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Podcast: Play in new window | Download (Duration: 1:00:32 — 55.7MB)
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