GDP & Stocks Down + Inflation Up = Recession – Ep 805
May 1, 2022
· NASDAQ has worst first 4 months since 1971. · S&P has worst first 4 months since 1939. · FANG stocks enter bear market. ·
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Results
Outrageous Positive Spin on Negative GDP – Ep 804
April 29, 2022
· Mortgage are rates too high for anyone to refinance for better rates. · Markets rally on horrific economic news. · Russia ranks higher than
Good Politics Is Bad Economics – Ep 803
April 27, 2022
· Elon Musk buys Twitter. · NASDAQ has weakest day since September of 2020. · Indonesia bans palm oil exports. · Bad politics are good
Investors on High Wire Without Fed’s Net – Ep 802
April 23, 2022
· Jerome Powell triggers market selloff after IMF roundtable comments. · Higher inflation is lowering the minimum wage’s barrier of entry. · Bill Ackman loses
The Inflation Monster May Devastate Japan First – Ep 801
April 20, 2022
· Netflix loses subscribers. · Incomes are collapsing at an unprecedented rate. · We’re probably in a bear market that will last at least a
Markets Miss Important Fed Admission – Ep 776
February 9, 2022
Momentum stocks rally. Gold inches higher under everyone’s radar. Investors distracted by Bitcoin’s bear market rally. Atlanta Fed President Bostic admits policy will be less
The Fed Will Lose an Inflation Fight – Ep 775
February 5, 2022
Surprise earnings send Nasdaq on a roller coaster. Companies are paying the price for not raising their prices. Bitcoin trading above $40k, perhaps for the
Do Weak Stocks in Dec. Portend Fed Ease in Jan? – Ep 757
December 4, 2021
Nasdaq suffers worst start to December in 20 years. Stay-at-home darling stocks crash with no bottom in sight. Covid is the gift that keeps on
A Debate to Forget – Ep 615
September 30, 2020
Stock market finishes the worst September since 2011. Silver down on the month, but outperforms stock market on the quarter. Stephen Roach speculates 35% collapse
The Dollar and Bonds are Bigger Bubbles Than Stocks – Ep 609
September 8, 2020
NASDAQ has a full blown correction. TSLA is the poster child of the stock market craziness. Slack is not an investment. Air coming out of
