Something’s Gotta Give – Ep 798
April 10, 2022
Bond bulls haven’t thrown in the towel yet. Biden wants to expand Obamacare. Bitcoin moves from diamond hands to paper hands.
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It’s Much Later Than the Fed Thinks – Ep 797
April 8, 2022
You can’t have normal interest rates unless you have normal inflation. Politicians are pandering to crypto enthusiasts. Peter Thiel delivers pie in the sky speech
Fed Doves Pretending to Be Inflation Hawks Are Chickenhawks – Ep 796
April 5, 2022
Bond market continues getting beaten up. Lael Brainard spooks the markets with sudden hawk talk. When you live in a glass White House, don’t throw
Q1 Ends as Market and Economic Pain Begins – Ep 795
April 2, 2022
Fools bought the dip in March. Don’t wait to sell in May and go away. Cathie Wood turns down debate invitation. Meme stocks pumped, peaked,
The Fed Will Be Turning Japanese, I Really Think So – Ep 793
March 28, 2022
Japanese will pay higher taxes, officially or through inflation. All bonds, not just treasuries, will fall in price. Biden calls for new wealth tax.
Stock Investors Bathing in Bond Blood Bath – Ep 792
March 26, 2022
Bond market has worst quarter since 1980. Recession will not take care of inflation. Mortgage rates will double far sooner than income. Gold stocks outperforming
It’s Mission Impossible for the Fed – Ep 777
February 12, 2022
Value stocks becoming the new momentum stocks. Previous momentum stocks pick up momentum in the wrong direction. Bitcoin’s reaction to Russia Ukraine tensions prove it’s
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
Sell the Rip, Don’t Buy the Dip – Ep 774
February 2, 2022
The stock market is rotating, not crashing. Weak economic data will make it harder for the Fed to tighten. Fed may begin blaming rising oil
