ValueSide

Episodes

April 22, 2021

It's Independence v. 3.0

Three times in American History, there has been a moment of Independence. A moment when some have arisen and declared that they w…

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April 21, 2021

Wall Street Nixes Netflix's Pics.

On Monday, you may recall, we discussed how unforgiving Wall Street would be for any company that did not live up to it's earning…

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April 20, 2021

The "Wacky" Chinese Economy.

As Americans, we naturally look upon the Chinese Economy, as not up to the standards of ours. We prefer our free market Capitalis…

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April 19, 2021

It's An Earnings Layup.

If ever there was an earnings season that should be a layup, this is it. Over the next few weeks earnings will take center stage.…

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April 16, 2021

US And Chinese Industrial Production, Not Looking So Good.

So, last night China released some surprising Economic Numbers. Which may indicate that the economic gulf that's existed between …

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April 15, 2021

The Inflation Enigma.

Earlier this week you may have noticed that the inflation rate came in at 2.6% on an annual basis. And it was easy to conclude th…

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April 14, 2021

A Very Different Earnings Season.

Today begins a very special earnings season. It's the time when Wall Street seriously measures just how far this economy has reco…

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April 13, 2021

“Crowding Out” The Next Big Trend In The Economy.

Remember when you bought that first new car, or your first home, or perhaps began paying off your student loans for the first tim…

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April 12, 2021

The 2021 Economy Needs An Asterisk.

We are after all beginning the Second Quarter of the Year. And as you'll remember this quarter of last year was the worst of the …

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April 9, 2021

The Biden Administration And The Supply Chain.

In a week and a half, the first 100 days of the new Biden Administration will come to an end. The sheer number of new initiatives…

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April 8, 2021

Jamie Diamon: Navigating Between Capitalism and Collectivism.

US Bankers are among the most adaptive and flexible businessmen and women in the world. They have to be, they operate in an ever-…

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April 7, 2021

The Chinese Economy Overheats, While US Remains On Stimulus.

I don't ever recall a time when the world's two largest economies were headed in the opposite direction, as they are now.   Yest…

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April 6, 2021

Archegos Capital, Act II Coming Up.

Over night we saw a lot of continuing news on the Archegos Capital Management Scandal. I call it a scandal because there is much …

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April 5, 2021

Archegos Capital And The Constant Focus On Return.

It's been a long time since we've seriously heard someone on Wall Street speak of Capital Preservation. It's really not what peop…

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April 2, 2021

Special Report: The Payroll Numbers.

Additionally, many of the government bureaus which produce the economic reports that we rely on are also open this morning. Inclu…

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April 1, 2021

Two Critical Errors In Biden's American Jobs Act.

Yesterday, speaking in Pittsburgh, Pennsylvania President Joe Biden introduced his new American Jobs Act. It was a sunny upbeat p…

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March 31, 2021

Biden's Double Minded Recovery Plan.

Two millennia ago, we were warned to avoid the “double-minded man.” That kind of person is unstable. That it is best to avoid the…

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March 30, 2021

Archegos Capital Management: Overdosed On Leverage.

Such is the way that the Prime Brokers work on Wall Street. They deal with the cream of the crop. The very top of the investment …

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March 29, 2021

How Trade Policy Is Crushing The Stimulus.

The report I'm referring to was the Balance of Trade Report released last Friday.   Now, I suppose, that we're all so used to se…

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March 26, 2021

The World Through Chinese Eyes.

Yesterday we saw the first Press Conference of the newly installed President Biden. Biden took no questions on China, and only br…

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March 25, 2021

The Two Sides Of Stimulus: Labor and Profit.

And the timing couldn't be better, because in just a few minutes we will get two reports that will detail the two sides of these …

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March 24, 2021

Biden And Trump: The Two Stimulus Plans.

Today Chairman of the Federal Reserve, Jerome Powell will testify before the House Committee on Financial Services, tomorrow he w…

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March 23, 2021

We Could Pay For 10 Pandemics.

The along came February/March of 2020, and all our lives changed dramatically. The Covid Pandemic struck. Closed shops, social di…

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March 22, 2021

The Fed Offer's "More Punch!"

Last week Chairman of the Federal Reserve, Jerome Powell, held his periodic News Conference following the latest meeting of the F…

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