Markets just don’t know how to read the current backdrop – so many crosscurrents.
Fed speakers continue to press on with their high hopes for higher rates – walking it back
Buyback frenzy coming?
Softbank – horrible, simply horrible.
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Podcast: Play in new window | Download (Duration: 56:24 — 51.9MB)
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Markets are getting a bit crazy to the upside now… Clearly the short squeeze gang is on the prowl.
Bifurcation – rates separating from inflation concerns.
Global economies are getting worse as higher costs are really crimping consumers. A hard look at what is happening around the world.
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Podcast: Play in new window | Download (Duration: 59:40 — 54.9MB)
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Another World Health Emergency.
A recession by any other name.
Enough of Mr. Musk already – what else could there be anyway?
Earnings and Eco coming hot and heavy.
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Podcast: Play in new window | Download (Duration: 58:11 — 53.5MB)
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Good news! Powell and Clarida cleared of any wrongdoing. That was a close one!
Markets starting to rethink the doom and gloom? Earnings season colliding with rate hike worries.
Mystery Chart – impressive run.
Uber – terrible – not going to change their ways.
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Podcast: Play in new window | Download (Duration: 1:05:47 — 60.5MB)
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Oil taking a leg lower….
All eyes on CPI data and earnings this week
Home prices are on the chopping block..
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Podcast: Play in new window | Download (Duration: 59:06 — 54.4MB)
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From never going to stop – to let’s get busy.
Yields plummet, oil sub-$100 and recession calls are everywhere.
A great island story and much more.
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Podcast: Play in new window | Download (Duration: 55:44 — 51.3MB)
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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?
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Podcast: Play in new window | Download (Duration: 55:35 — 51.2MB)
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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?
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Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)
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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…
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Podcast: Play in new window | Download (Duration: 1:05:45 — 60.5MB)
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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?
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Podcast: Play in new window | Download (Duration: 1:00:29 — 55.6MB)
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