Last big week of earnings for S&P companies.
FOMO and MOMO collide – but seeing some warnings signs on the charts. The Fed cuts and then seems to be on hold for now and the surprise bump in jobs.
M&A activity, investors that cry on TV are all part of this outrageous episode.
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Podcast: Play in new window | Download (Duration: 57:19 — 52.7MB)
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Several M&A announcements this week. Trade deal may – or may not – get completed by the initial hoped for deadline.
More WeWork fallout, an earnings season update and an update from JCD on California’s rolling blackouts.
Announcing a NEW Closest To The Pin
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Podcast: Play in new window | Download (Duration: 1:02:18 — 57.3MB)
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Head deep into earnings season. So far, so good. 
Brexit delays, but a light at the end of the tunnel. Facebook crushed as more news from states looking at their business practices.
The answer from last week’s brainteaser and a new one.
Announcing a NEW Closest To The Pin
PLUS we are now on Spotify !
Podcast: Play in new window | Download (Duration: 59:50 — 55.0MB)
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Earnings season is officially underway. Financials reporting mixed results with JP Morgan leading the way to the upside and Goldman Sachs to the downside.
We have a skinny, partial Phase 1 Trade Deal with China – what does it mean?
IMF drops global growth to levels not seen since 2008/2009.
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Podcast: Play in new window | Download (Duration: 1:00:11 — 55.4MB)
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Trade talks back on – then Trump hints on delisting Chinese companies trading on U.S. exchanges. Moving from an all out trade war to a new financial war. 
A race to the bottom in fees – puts a dent in major discount brokerage shares.
The latest manufacturing report shows that the U.S. economy is cooling – the worst read since 2009.
Fake is all around these days – thanks social media!
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Podcast: Play in new window | Download (Duration: 1:04:28 — 59.3MB)
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Stocks remain in a consolidation pattern, looking for a catalyst to get past previous all-time highs.
China trade deal continues the on- and off-again motion as trade talks conclude with China cutting their trip short.
Commentary on oil prices, economic reports, the Repo market and more….
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Podcast: Play in new window | Download (Duration: 1:05:08 — 59.9MB)
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Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region.
On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans?
Inflation will see a big move with the jump in oil prices – how will the Fed handle it?
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Podcast: Play in new window | Download (Duration: 1:00:12 — 55.4MB)
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Closing in on all-time high levels again – while the impact of the trade war slows the global economy.
Apple issuing debt to add fuel to buybacks an dividends.
The new Volfefe index and more..
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Podcast: Play in new window | Download (Duration: 1:01:58 — 57.0MB)
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Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances.
The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies.
Good news and bad mixed for markets as we enter into a seasonally weak month.
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Podcast: Play in new window | Download (Duration: 55:22 — 51.0MB)
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Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted.
Chicken sandwich wars and fake chicken on the menu.
Are these signs of something or just business as usual?
PLUS we are now on Spotify !
Podcast: Play in new window | Download (Duration: 1:03:58 — 58.8MB)
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