– More Deals – So many deals! We are so Amazing with the Deals!
– Investors turn hot on stocks – like nothing happened!
– Apple making moves – so smart
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Good ECO/Markets = Trump
Bad ECO/Markets – Biden
CTP for Micron is underway
AI wins a horse race
News from Omaha
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Oh boy – Supply Chain Concerns again?
Summertime lines – for goods/food? Empty shelves?
China factories shutting down.
Talks/No-Talks Underway with China/US.
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CEOs Selling stock
Fed Put in question – Powell under Fire from White House – Markets FED UP!
Earnings Season – VERY CLOUDY
USD Weak – what are investors thinking?
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If this wasn’t idiotic it would be funny
President Miyagi at it again – Tariff on – Tariff Off
Winning – We are Winning so much. Too much winning!
Earnings season rolls on
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Podcast: Play in new window | Download (Duration: 59:59 — 55.2MB)
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Tariffs are killing markets.
A glimpse int what happens when we take a difference course
Markets making some of the wort moves in decades
Billionaires – all in on Trump lost billions…
WAIT !!!!!! Maybe a 90-day pause on Tariffs now…Or Not…
More finesse, less sledge hammer?
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Big changes – lots of year-end market S&P 500 downgrades.
Recession and stagflation
April – a quick look at some interesting highlights of April (historically)
Bill Gates out with a big prediction
The Best Deal Ever! (ELON)
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Inflation – Transitory again..
April 2 dealing approaching!
Doctor Copper!
Mag 7 = Lag 7
A New Closest to The Pin!
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– Markets still unsettled
– Retail spending down – another bankruptcy (but who they blame?)
– Consumer frayed
A New Closest to The Pin!
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What goes up?
Uncertainty – that word again!
American Exceptionalism – the theme for 2025 that is fizzling out quickly.
Back from India – Namaste….
Psychological Indicators.
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Podcast: Play in new window | Download (Duration: 1:01:10 — 56.3MB)
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