CPI Shows Disinflation Trend May Have Turned - Ep 872
· Biden putting America in much more vulnerable position with continued selling of strategic oil reserves.· Replacing full-time jobs with part-time jobs is not a sign of a strong labor market.· The Na...
15 Helmi 202337min
Neither Biden nor Powell Understands the State of the Union - Ep 871
· As an American, Biden’s State of the Union was horrible.· Inflation Reduction Act will increase prices.· Republicans supporting Trump deficits paved the way for Biden deficits.· Biden is cutting Soc...
9 Helmi 202343min
Risk-On, Economic Understanding Off - Ep 870
· Short covering fuels tech rally.· Good news on the economy is bad news for the market.· Fewer people have full-time jobs today than 10 months ago.· The media is racist.Sign up for a $1/month trial p...
6 Helmi 202348min
The Fed Can’t Fight What It Doesn’t Understand - Ep 869
· As expected, the Fed did exactly what was expected.· Gold trades highest it’s been in almost a year.· Government causes inflation, not consumers.· Investors are seeing through the outliers when it c...
2 Helmi 202340min
Government Worsens Every Problem It Tries to Solve - Ep 868
· Weakening dollar will worsen trade deficit.· Fed is nowhere near victory in inflation fight.· Google does not have a monopoly on advertising.· San Francisco wants to incentivize African Americans to...
29 Tammi 202354min
Davos Investors Are Skiing Towards a Debt Cliff - Ep 867
· Growth stock will rollover and make new lows in 2023.· Gold hit new 9 month high on the week.· While tech stocks are rising, their headcounts are falling.· New economic data blows away low-end expec...
21 Tammi 202344min
Soaring Consumer Credit Means Higher Consumer Prices - Ep 866
· The Fed will surrender to inflation in 2023.· Recession will be the Fed’s next battle, and they’ll lose that too.· Inflation is expanding with money supply and credit supply.· Consumers in debt are ...
11 Tammi 202342min
Gold Stocks Ring in the New Year With a Bang - Ep 865
· Investment rotation continues into value, international, emerging markets, and precious metals.· Precious metals mining stocks are best performing sector of 2023 so far.Expect a breakdown in the dol...
7 Tammi 202357min
