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
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
