A flood of earnings and a flood in SOFLA Lunch with the Feds this week. Last week’s Fed minutes tell an interesting story. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 57:40 — 53.1MB)Subscribe: RSS
Banks need some inflows – giving away prizes for deposits. Earnings season is about to begin – looking for a significant downside for growth. Yields ticking lower as recession fears bump inflation worries. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:02:27 — 57.5MB)Subscribe: RSS
The end is near – AI taking over they say… OPEC+ Suprise cuts – not the best tine for that move. Some bankers may be in hot water after their recent poor judgement. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:42 — 55.9MB)Subscribe: RSS
Microsoft Activision deal – back in the spotlight. Bank runs have cooled – but there are still questions. Resilient – yes, that’s the word Fed officials will use. Over and over to describe banks. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:00:15 — 55.5MB)Subscribe: RSS
No rest for bankers – weekend overload to quiet markets. COCO bond rug pull – billions lost The Fed in a no-win position this week. Rate decision meeting Wednesday. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 55:59 — 51.5MB)Subscribe: RSS
Banks get smoked as depositors run scared. Fortunately we get a Sunday Night STICK SAVE! We have some bones to pick – bad math and even worse work ethics. Where are the bargains? We have some thoughts. PLUS we are now on Spotify and Amazon Music/Podcasts! Podcast: Play in new window | Download (Duration: 1:03:48 […]
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: […]
