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
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 Jan 202342min
