Episodes
Evergrande: The Unfolding Chinese Financial Crisis.
Sept. 18, 2021
At one time the world's largest Real Estate Firm. Today just 48 hours from collapse. Join us as we review this ongoing story.
The Unfolding Crisis That Is Evergrande.
Sept. 18, 2021
Financial crises are unlike any other great corporate catastrophe. There is no visible indication that anything is amiss. Unlike a giant industrial fire, or a mine collapse, or an oil well fire. There is really nothing to se…
All Roads Lead To Evergrande.
Sept. 17, 2021
Well, when it comes to China, all roads lead to Evergrande, the big real estate firm which has an estimated $300 billion (US) in debt. Debt which is spread around various banks, financial lenders, and of course the Chinese B…
Evergrande Update, Plus Market Status.
Sept. 17, 2021
For many of us the unfolding crisis that is Evergrande, is giving a unique inside view of the workings of Chinese society.
For China, The Great Financial Crisis Is Now.
Sept. 17, 2021
For American's it's a familiar story: a major financial institution, that's borrowed to the max, is on the verge of going out. And in the process threatening to take out many of the financial institutions which have supporte…
Markets Close Flat, Gold Down $40, Then A Look At The Stocks That Lead This Rally.
Sept. 16, 2021
Stocks rally to come back to unchanged on the day. Gold finishes with a $40 loss while bonds and Bitcoin finish modestly lower. Ethereum up fractionally.
Market Update: Stocks and Bonds Down, Gold Down Big.
Sept. 16, 2021
Sometimes I think that Wall Street is so wrapped up in their Spreadsheets and econometric models, that they have a hard time seeing the real world.
Is There New Leadership In The Stock Market?
Sept. 16, 2021
One of the most interesting things for any investor to do is to take a look at Market Leadership. Those stocks who are performing the very best.
At The Close: It‘s Energy Powering The Market.
Sept. 15, 2021
...As Wall Street has recognized that if we're going to have a period of inflation, there's no place better to be, than natural resources. And there's nothing better than an oil well that produces oil at a higher and higher …
Midday Report: Industrial Production Down.
Sept. 15, 2021
This was way out of line with anything that economists had expected. They actually expected that Industrial Production in America grew in August. This becomes important because Industrial Production is one of the key compon…
The Fed vs. The President.
Sept. 15, 2021
All that changed dramatically on January 20th of this year. That's the day that President Biden was sworn in. We've never seen a President by Fiat and Executive Order make so many changes to the way our country operates. And…
Markets Down, As Wall Street Looks For Answers.
Sept. 14, 2021
... Also hanging over the Street is the realization that somehow, someway we're going to have to pay for all that glorious Stimulus that we enjoyed over the past year. And so far, at least, the Street really doesn't like any…
Midday Report: Crude Oil Stoarge Expected To Drop Sharply.
Sept. 14, 2021
The Street expects that this report is going to get hammered. That it will show about a 390 million barrel reduction in current storage. And remember this is just the reduction due to hurricane IDA. Nicholas just came ash…
Core vs. Regular Inflation.
Sept. 14, 2021
This morning, as they do every month, the Bureau of Labor Statistics released two reports on inflation. Regular Inflation, the one everyone watches, and the one which makes all the headlines. The BLS also released the core i…
Today‘s Market Recap: Higher Taxes In Our Future?
Sept. 13, 2021
Democrats are once again fighting Donald Trump. Taking aim at Trump they hit corporate America right in the wallet. Nancy Pelosi and the Democrat Controlled House Ways and Means Committee are proposing raising corporate tax…
Consumers See A Lot More Inflation Ahead.
Sept. 13, 2021
It does seem that what we're watching is a change in the overall inflation sentiment. And sentiment, as we know, can definitely affect the finances of America.
Apple‘s Two Big Challenges.
Sept. 13, 2021
Apple Computer,is the undisputed leader of this bull market, with a market capitalization of over 2 ½ trillion dollars. And on this Friday past, this same Apple Computer faced two big challenges. The first was in court, the …
Our Preview Of This Week. It Looks Like Inflation Will Be The #1 Topic.
Sept. 12, 2021
This week we have no fewer than 7 major reports, and one estimate on inflation. If the analysts are correct we should see rising inflation from France, Italy , Spain, Canada, and Great Britain.
This Week‘s Preview: Inflation Surprisingly Tepid.
Sept. 12, 2021
Each week analysts and economists take a careful look at the coming economic reports for the week. And when you put all this brain power together, it turns out that they're remarkably accurate.
This Week: Evergrande, ECB Interest Rate, Chinese And The Oil Market.
Sept. 11, 2021
Well, we're all back from the Labor Day Weekend and the unofficial beginning of Fall. The most active time for the financial markets. And also, for the average business. It's the time when corporations across the country, pr…
The Week In Review.
Sept. 11, 2021
Well, we're all back from the Labor Day Weekend and the unofficial beginning of Fall. The most active time for the financial markets. And also, for the average business. It's the time when corporations across the country, pr…
Apple Leads Market Lower.
Sept. 10, 2021
Stocks down at the close for the fifth day in a row. The Dow was down over 270 points on the day. It all seemed to follow Apple Computer, which lost in a battle against the free market computer developers who sell their apps…
They‘re Wrong About Producer Prices...
Sept. 10, 2021
I believe that the Street is all wrong, in how they are analyzing today's Producer Prices. And that it could have some dramatic miscalculations if we don't correct or at least modify this analysis.
Evergrande: A Case Of Devolution?
Sept. 10, 2021
In the far reaches of the world's largest Think Tank. A place we call the internet. A fascinating discussion is taking place. The topic is Devolution. And it begins with the realization that we simply have too created too mu…