China making moves. Elon gets his crown back and reversal of fortunes. March is just ahead – rates could spoil the party. Baby Bonds are back on the menu… PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 59:02 — 54.4MB)Subscribe: RSS

Markets are feeling the pain of a Fed that just can’t make up its mind. Earnings from retail – not so good. Global warming is the reason for this all! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 57:09 — 52.6MB)Subscribe: RSS

The sky is falling – literally. We are seeing markets applaud spending cuts – but how far does that reach? An update on inflation and the Fed’s latest shenanigans. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 58:20 — 53.7MB)Subscribe: RSS

A new CTP announced – the first one for 2023. There is a new buzzword and it moves stocks pretty substantially. Big week ahead, earnings and the FED – coming at us at full speed. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:02 — 55.3MB)Subscribe: […]

Europe is not the hot investment ticket. The markets like all the bad news – layoffs, weak economics. A big trade in 2022 pays off – billions and billions. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)Subscribe: RSS

Financials reporting – mixed results. All much worse than a year ago.The HOPE trade is looking for a kindlier and gentler Fed. China has an interesting update on their population. Yield Curve inversion is real – pay attention. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: […]

Greatest scam ever! Keep em’ FAT! 2023 outlook – what comes next. Updates on New Years and the weather in Cali. Announcing the winner of the 2022 Closest to The Pin Cup! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:32 — 55.7MB)Subscribe: RSS

Twitter in the news – what a surprise. China Covid policy shaking things up. Year end moves that we are watching. Update on the 2022 Closest to The Pin Cup! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:30 — 57.5MB)Subscribe: RSS

Make up your mind – China unhappy about everything. Yellen says inflation to cool. CPI comes in a bit better than feared. What is in store for the end of 2022 and into 2023? Announcing the 2022 Closest to The Pin Cup! PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new […]