Permabears Get Clicks But Realists Make Money - Jun 29, 2023
US economic data continues to look resilient despite the risks of more Fed hikes; Airbnb and US travel are doing just fine despite bogus claims of an Airbnb rental collapse --- Connect with me on Twit...
29 Juni 20235min
Housing Market Resilience - June 23, 2023
The housing market and US economy remain surprisingly resilient despite jawboning from the Fed about higher rates; Homebuilder stocks and big tech stocks are still looking quite strong despite a pullb...
23 Juni 20239min
Could CAVA be the next Chipotle? - June 8, 2023
Stocks remain resilient despite worries about liquidity, the Fed, and the economy; Next week the CPI report and Fed meeting could usher in more volatility; the SEC goes after crypto exchanges; I take ...
8 Juni 202319min
Debt Ceiling Relief - June 1, 2023
Markets move higher after a debt ceiling resolution that doesn't force austerity on the economy; AI remains a hot theme in the market and the Fed remains a key risk; Energy and retail stocks are laggi...
1 Juni 20237min
Nvidia's Incredible Quarter - May 25, 2023
Breaking down the shockingly good numbers and guidance for Nvidia, which is seeing its stock price rise another 25%+ today; The debt ceiling crisis is moving closer to a climax; Retailer earnings are ...
25 Maj 20238min
Debt Ceiling Crisis? Tech Stocks Don't Care - May 18, 2023
Tech stocks in the NASDAQ, especially Nvidia, continue to rip higher despite the prospect of a US government shutdown in June or July due to the debt ceiling; Yields are on the rise as well but stocks...
18 Maj 20237min
Inflation Is Cooling But Where Do We Go From Here? - May 11, 2023
A recap of earnings season, the banking crisis, interest rates & inflation, the Fed, and more. Stocks and the economy have been resilient but will that continue? And what areas might be interesting to...
11 Maj 202317min
The Banking Crisis Eases As Q1 Earnings Season Heats Up - April 18, 2023
Worries over the banking system have abated (for now at least). Big banks and regional banks report earnings this week and JPM is a big winner while everyone else is reporting deposit outflows. Inflat...
18 Apr 202314min
