A flood of earnings and a flood in SOFLA
Lunch with the Feds this week. Last week’s Fed minutes tell an interesting story.
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 57:40 — 53.1MB)
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Banks need some inflows – giving away prizes for deposits.
Earnings season is about to begin – looking for a significant downside for growth.
Yields ticking lower as recession fears bump inflation worries.
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Podcast: Play in new window | Download (Duration: 1:02:27 — 57.5MB)
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The end is near – AI taking over they say…
OPEC+ Suprise cuts – not the best tine for that move.
Some bankers may be in hot water after their recent poor judgement.
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Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)
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Microsoft Activision deal – back in the spotlight.
Bank runs have cooled – but there are still questions.
Resilient – yes, that’s the word Fed officials will use. Over and over to describe banks.
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Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)
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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
PLUS we are now on Spotify and Amazon Music/Podcasts!
Podcast: Play in new window | Download (Duration: 55:59 — 51.6MB)
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