Path Change – Once the air clears, how will markets react?
Cracking down on excessive “junk” fees
Cracking down on Unfree Speech?
Jackson Hole – big update about “The Path”
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Podcast: Play in new window | Download (Duration: 1:03:17 — 58.2MB)
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Jackson Hole ECO Confab (this week)
Live Nation is in trouble
Icahn get a slap on the wrist
Gold – ripping – where to next?
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Podcast: Play in new window | Download (Duration: 56:52 — 52.4MB)
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Cut taxes on SS and Tips?
President decides rates?
China – inflation ticking up
YEN volatility – NOT OVER
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Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)
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Japan stocks PLUNGE!
Tech stocks in correction – nearing bear market.
What does the crystal ball tell us? Where is the PPP?
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Podcast: Play in new window | Download (Duration: 1:00:34 — 55.7MB)
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New Study – Power and AI
Apple releases new AI (first version)
Bitcoin – Not Buying the Electoral Rhetoric
Correction territory for many tech names
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Podcast: Play in new window | Download (Duration: 1:06:14 — 60.9MB)
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DJIA – FAILED – worst week in ages
Huge Failure of tech – Crowdstrike getting skewered (Down ~ 30% since incident)
Dangerous market – running on emotions
Tesla Earnings are out…
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Podcast: Play in new window | Download (Duration: 1:03:53 — 58.8MB)
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Market Rotation continues – “Trump” stocks got boost after weekend (Biden stocks took a hit)
Risk On – Risk Off is the play (Fundamentals are not being considered at the moment)
KRI Indicator – Doing something not done since June 2020
Earnings growth expected to continue….
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Podcast: Play in new window | Download (Duration: 55:51 — 51.4MB)
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Shark Week (Market Style) – Whale Gorging – Big Teeth – Big Appetites
Earnings season coming up
Biden staying in the race (for now)
Complacency nearing a tipping point.
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Podcast: Play in new window | Download (Duration: 1:01:24 — 56.5MB)
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Let them eat tech!
Meme stock mania may be dying down
Short week – July 3rd 1/2 day, July 4 – closed – July 5?
How About those Florida Panthers?
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Podcast: Play in new window | Download (Duration: 59:16 — 54.6MB)
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– Churn and Burn – RAMP UP – Rotation (Renting Space)
– Long Stretch with limited volatility
– Short Interest at MULTI year lows
– NVDA becomes worlds MVC for a minute
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Podcast: Play in new window | Download (Duration: 1:00:35 — 55.8MB)
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