Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
By many calculations, the stock market has returned to rich valuations. Following one of the best Novembers in market history and now juiced by fresh optimism for rate cuts -- now 3 of them -- in 202...
19 Dec 20231h 6min
The World Order Is Fraying. Will The Global Economy Survive? | Michael Every
In my recent interview with Felix Zulauf he mentioned that we are shifting from a unipolar world order into a multipolar world dis-order.The majority of folks who watch this Thoughtful Money channel a...
17 Dec 20231h 34min
Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Federal Reserve's surprisingly dovish guidance this week. ...
16 Dec 20231h 27min
'Buy Everything!' Says Wall Street As Fed Signals 3 Rate Cuts Are Coming | Axel Merk
Yesterday the Federal Reserve Market Committee announced it has chosen to keep the Federal Funds Rate steady for now, but when that changes, a rate cut is much more likely than a rate hike. In fact, t...
14 Dec 20231h 4min
Bonds Becoming "Irresistible" To Big Buyers, Prices Headed Higher | Alf Peccatiello
Bonds yields have weakened recently, making November the best month for global bonds since 2008 and for US bonds since 1985. Is this the start of a recovery in the bond market, which has been battered...
12 Dec 20231h 23min
Felix Zulauf: Stocks To Crash A Gut-Wrenching 40% Next Year?
As 2023 begins to draw to a close, investors are feeling substantially better than they were are the start of the year. And as we enter 2024 where is all this headed? Will today's asset prices shrug...
10 Dec 202351min
Did The Santa Claus Rally Already Happen? Pullback Likely Ahead | Lance Roberts & Adam Taggart
With such a massive run-up in stocks and bonds in November, should we still expect a Santa Claus rally in the markets this month? Or did it already happen? Portfolio manager Lance Roberts thinks that...
9 Dec 20231h 34min
Danielle DiMartino Booth: The Fed's Sins Are Finally Going To Catch Up With Us In 2024
Many of the guests appearing on this program recently, though perhaps none more than I, have warned that the Lag Effect will eventually catch up with the economy. That the tighter monetary conditions...
7 Dec 202354min
