• 24 minutes 4 seconds
    The re-pricing of the market

    After a great run this year, Investors are learning to deal with economic weakness and hence the markets are repricing earnings growth. We have a lot of economic data and technical data that's shows weakness in the fundamentals and sentiment. Enjoy!

    29 May 2019, 7:01 pm
  • 31 minutes 49 seconds
    The Wounded Economy
    Deep dive into most recent economic data and market action. Also discussed risks to the upside and downside.
    24 May 2019, 6:21 pm
  • 26 minutes 24 seconds
    Economic weakness is real

    Most economic indicators are showing additional weakness. Housing and Energy are the only areas of some strength. The outlook doesn't  look great for the overall stock market. 

    15 May 2019, 11:18 pm
  • 16 minutes 16 seconds
    Dead Cat Bounce?

    In today's podcast, we discussed the possible direction of this market given the possible headwinds and tailwinds. 

    14 May 2019, 9:10 pm
  • 24 minutes 5 seconds
    Ready fire aim

    Today we discuss why the latest reaction by investors is misguided. We also discussed Q1 earnings scorecard. 

    13 May 2019, 10:37 pm
  • 32 minutes 2 seconds
    The Long Week

    Trade war, negotiations, Uber IPO, Facebook Article and Technical Analysis.  

    9 May 2019, 9:50 pm
  • 17 minutes 23 seconds
    Overdue pullback

    We finally have the overdue pullback. In todays episode we discuss the tariffs, pullbacks, support levels and real cause. 

    7 May 2019, 10:14 pm
  • 23 minutes 24 seconds
    Tariffs impact every American
    Today we discussed Tariffs on Chinese goods and their impact on the US consumer and risks to the US Economy.
    7 May 2019, 6:13 am
  • 23 minutes 37 seconds
    Employment Report and Productivity

    In this episode we discussed the current employment situation, ISM non-manufacturing index and productivity growth. Productivity is the most important indicator that's helps us determine the long-term health of the US economy.

    Questions? 

    Email: [email protected]

    3 May 2019, 9:10 pm
  • 19 minutes 13 seconds
    Fed Decision and Statement

    In today's podcast we discussed the May 1st, 2019 Fed decision not to change the Fed funds rate and the market reaction. We also did a deep dive of the Fed statement. We also discussed today as being the possible catalyst for a technical correction. 

    1 May 2019, 9:18 pm
  • 21 minutes 12 seconds
    Infrastructure bill and economic Indicators

    Topics: Economic Indicators, $2 Trillion infrastructure package & Federal Reserve Independence.  

    30 April 2019, 6:26 pm
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