Hotter Inflation Chills Stock Market- Ep 874
· The inflation genie is impossible to put back in the bottle.· CPI and PPI are lagging for a number of reasons.· Beaten down stocks of 2022 enjoyed a short-lived dead cat bounce in 2023.· Consumer sp...
26 Feb 202354min
The Fed Brought a Knife to an Inflation Gun Fight - Ep 873
· People who think that we've seen the worst of inflation are wrong. · Surge in credit card debt proves labor market is weak.· Ronald Reagan’s tax system was the closest we’ve been to a flat tax since...
19 Feb 202348min
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 Feb 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 Feb 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 Feb 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 Feb 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 Jan 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 Jan 202344min
