Episodes
China‘a Oil Strategy: Simply Brilliant.
Sept. 9, 2021
It was simply a brilliant move. How China played the oil market today. Now I can't help but think that it was likely a strategy devised on some trading desk, in the far reaches of some Chinese bureaucracy, which no doubt b…
Midday REport: China Intervenes In Oil Markets.
Sept. 9, 2021
In an effort to stabilize worldwide oil prices, net importer China has for the first time released oil from its strategic reserves, in an effort to drive petroleum prices back down.
How Long Will Inflation Stay?
Sept. 9, 2021
You remember inflation. It's a topic that among the cognoscenti here in this country, is a settled issue. The Street, by and large, thinks Inflation is here to stay. You may remember just a few weeks ago that both the Fed …
Market Wrap Up + Japan‘s Economic Turn Around.
Sept. 8, 2021
Markets at the close today: all down. Most fractionally, with the weakest market the small-cap Russel 2000 down more than 1%. full percentage point. The Bond market was marginally stronger today, on a very good 10-year au…
Midday: Markets Down, Evergrande To Miss Interest Payment.
Sept. 8, 2021
The number one trend right now, I believe is the continuing troubles over in China with Real Estate Developer Evergrande. Bloomberg has just reported that Evergrande has decided to skip two interest payments to a couple o…
Japan‘s Economy Shines + Futures
Sept. 8, 2021
Expectations were that Japan was in the midst of a major recession, with the economy declining at more than 4%. This would have made this one of the worst periods for their economy for some time. And putting Japan right b…
Market Final + Will Japan‘s GDP Turn Negative?
Sept. 7, 2021
First up, will be the third and final estimate for Japan's Second Quarter Gross Domestic Product. If analysts are correct, this report should drop GDP into negative territory. Down nearly 1 full percentage point. And a sur…
Market Midday + Evergrande Comment
Sept. 7, 2021
One of the best indicators for investors and traders is the moving averages, the 50 days 100 days, and the 200 days moving average. These give an excellent benchmark of just where an index or average may sit at any given ti…
Evergrande: The Problem With Too Much Debt + Futures
Sept. 7, 2021
You don't talk about your favorite dessert with someone who's trying to lose weight. Or the best whiskey, with your friend who's on the wagon. And you certainly don't talk about a debt default, in the presences of our deli…
Our Weekly Review.
Sept. 6, 2021
And this is our review of the Week Just Past. A week when a Hurricane named IDA wreaked havoc from New Orleans to New York. When a highly controversial withdrawal by American Forces from Afghanistan continues to divide the…
The Week Just Past.
Sept. 6, 2021
And this is our review of the Week Just Past. A week when a Hurricane named IDA wreaked havoc from New Orleans to New York. When a highly controversial withdrawal by American Forces from Afghanistan continues to divide th…
The Week In Review.
Sept. 5, 2021
This is our review of the Week Just Past. A week when a Hurricane named IDA wreaked havoc from New Orleans to New York. When a highly controversial withdrawal by American Forces from Afghanistan continues to divide the nati…
Our Week In Review: Aug 30 To Sept 3, 2021
Sept. 5, 2021
And this is our review of the Week Just Past. A week when a Hurricane named IDA wreaked havoc from New Orleans to New York. When a highly controversial withdrawal by American Forces from Afghanistan continues to divide the n…
America Abdicates.
Sept. 4, 2021
Abdicate, it's a word that we don't hear very often. And that's because, in the annuals of history, it's a very rare occurrence. The reason for this is simple, Kings make enemies. It's the nature of wielding power. And if…
It‘s Wall Street vs. The Economy
Sept. 3, 2021
The modern American financial System is subtle, refined. And most often is not what it appears.
Waiting For That Special Item? It May Be Anchored Off The Coast Of California.
Sept. 2, 2021
Have you done your Christmas shopping? If you haven't started, it may already be too late. Waiting for that special gift, or specialty item? It may indeed be anchored off the coast of Long Beach, California. Right now the…
The Buyers Hold The Key: To This Economy And This Market.
Sept. 1, 2021
It's the Purchasing Managers Index. And it's something that we focus on quite a lot. The Purchasing Manager's Index is the very first step in the production process. Just like our home projects, it's the time when businesses…
It‘s A Sad Day In America...
Aug. 31, 2021
And yet there is something very different in the continuing tragedy which is Afghanistan. And make no mistake, this event will be ongoing. We will be living with the repercussions of this perfidious withdrawal for months, if…
The Fundamental Case For The Bull Market.
Aug. 30, 2021
There is a growing meme, that the only reason that the Stock Market is this high, is that the Federal Reserve keeps pumping dollars into the financial system. That's it this unrelenting supply of money and credit that propel…
The Week In Review: August 23 - 27
Aug. 29, 2021
Well, we ended this week, appropriately enough, with yet another new high in the Stock Market. That's right it was the 52nd new high this year. And as there have only been 252 trading days so far. That means that the mark…
The Market Hits A Record Every 5 Days. Really?
Aug. 28, 2021
Well, we ended this week, appropriately enough, with yet another new high in the Stock Market. That's right it was the 52nd new high this year. And as there have only been 252 trading days so far. That means that the mark…
Why Continue The Stimulus?
Aug. 27, 2021
So, I'm looking at the most recognizable chart, on all of Wall Street. Every analyst and most investors are more than familiar with this chart. And I've reproduced it on this Podcast Feed. The chart is of the Federal Reserv…
Jackson Hole, And The Vanishing Offsite.
Aug. 26, 2021
Today was supposed to be a travel day. Go to the airport, take the 4-hour flight to Jackson Hole, Wyoming. Check into your room, and then cocktails at 6. It's standard fare for anyone who has worked for a large corporation…
Cryptocurrency Hackable? Is That Possible?
Aug. 25, 2021
On Monday it was reported that the Japanese Cryptocurrency Exchange, called Liquid had been hacked. The thieves were able to walk away with nearly $100 million dollars in Ethereum, one of the principal Cryptocurrencies. T…