Something’s Gotta Give – Ep 798
Bond bulls haven’t thrown in the towel yet. Biden wants to expand Obamacare. Bitcoin moves from diamond hands to paper hands.
Bond bulls haven’t thrown in the towel yet. Biden wants to expand Obamacare. Bitcoin moves from diamond hands to paper hands.
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
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
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,
Japanese will pay higher taxes, officially or through inflation. All bonds, not just treasuries, will fall in price. Biden calls for new wealth tax.
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
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
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
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
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