Inflation: Fed Won’t Pick a Fight It Can’t Win – Ep 672
* Markets rally as the rotation to value and dividend stocks continues. * Treasury yields slip. * Big moves in oil and dollar. * Gold and silver take a hit. * Unemployment and trade deficit nu...
27 Mar 202157min
When Krugman Talks, Don’t Listen – 671
* Stock market down on anniversary of 2020 crash. * Biden readies $4 Trillion more in stimulus before the ink dries on the last round of checks. * Krugman back with more Keynesian nonsense. * Vi...
24 Mar 20211h 5min
Markets Are Not Buying What the Fed Is Selling – 670
* St. Patrick’s Day green turns into a sea of red. * CPI is another government lie. * Markets worried the Fed will fight inflation. * Gold mining stocks strengthen. * Tensions rise as China pu...
20 Mar 202147min
Fed Turns Screens Green for St Patrick’s Day – Ep 669
* Markets rally as Fed continues its game of chicken. * Jerome Powell gambling that this time things will be different. * Gold and silver up. Dollar down. * Bank of America agrees, Bitcoin is ju...
18 Mar 202149min
Anchors Aweigh. Adrift in a Sea of Inflation – Ep 668
* Dow breaks its streak of seven day record highs. * Import and export prices rise. * Home building prices rise. * Expansive tax hikes coming on income. * NFT mania moves to virtual sneakers. ...
17 Mar 202158min
Fed Playing Chicken with Bond Market – Ep 667
* Investors starting to adopt my thesis. * Money doesn’t create purchasing power. * Biden’s stimulus is just a down payment. * Massive loopholes will be exploited. * Artists and athletes like ...
13 Mar 202149min
Peak Insanity – Ep 666
* NASDAQ enters into a correction. * Cathy Wood buys overpriced momentum stocks. * The madness of crowds has reached an all-time high. * NFTs are for rookies. * Tweets for sale! Check out Lad...
10 Mar 20211h 3min
Fed Between a Rock and a Hard Place – Ep 665
* Oil prices surge to two year highs. * Restaurants being allowed to reopen is not employment strength. * Jerome Powell spooks the markets with his false sense of confidence. * Bitcoin trading l...
6 Mar 202158min
