Very Business friendly cabinet
Market rotation continues – now it is back into the big-caps
Consumers – WOW! – Spend Spend Spend
Black Friday and Cyber Monday updates
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Podcast: Play in new window | Download (Duration: 1:04:14 — 59.1MB)
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Where are all the smokers these days?
DOGE – making promises.
We are all turkeys – just gullible for every comment and promise.
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Podcast: Play in new window | Download (Duration: 1:07:06 — 61.7MB)
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Wild ride for markets – election movers and groovers.
Fed dousing the fire a bit.
Inflation is still a thing.
Nuke talk again….
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Podcast: Play in new window | Download (Duration: 1:02:40 — 57.7MB)
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Looking back at some of the funnier and more memorable episodes.
Focusing n a few specific topics from years ago.
Thank you Ryan for putting this together.
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Podcast: Play in new window | Download (Duration: 1:02:12 — 57.2MB)
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Can we get this election over with already?
Markets pricing in a perfect gridlock scenario.
Earnings season rolling along – good and bad news for stocks.
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Podcast: Play in new window | Download (Duration: 55:17 — 50.9MB)
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Yields important again – rising and worrisome.
Hedge Fund titans getting nervous – talking bout a Minsky Moment.
End of month – October is about to be in the books.
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Podcast: Play in new window | Download (Duration: 1:01:57 — 57.0MB)
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There are some things we need to know about who is actually buying stocks.
Yields on the rise – estimate that they could be moving up to what level?
Big tech earnings on tap – how will markets react?
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Podcast: Play in new window | Download (Duration: 1:03:49 — 58.7MB)
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Bulls remain in charge
Data not important – down the road all will be fine
Seasonality – Race to the End
CPI and PPI – conflicting
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Podcast: Play in new window | Download (Duration: 1:01:09 — 56.3MB)
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Does anyone care about the data? Does the Data Matta?
Port Strike ENDED – for now
Hurricane Milton – Strong Cat5 going to hit West Coast of Florida…
Employment Report Update
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Podcast: Play in new window | Download (Duration: 1:02:11 — 57.2MB)
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Bulls and Bears – (TDI Podcast running now is Bull and next week is Bear – will be interesting divergence)
End of the Month – End of The Quarter
Seasonality features the Bulls
Fed Limericks!
NEW CTP ANNOUNCED!
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Podcast: Play in new window | Download (Duration: 1:00:41 — 55.9MB)
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