ValueSide

Episodes

Oct. 19, 2021

How CARB Is Slowing The Supply Chain.

The CARB has prohibited any truck operating at the ports, the technical name for these kinds of trucks is Drayage Trucks, The CAR…

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Oct. 18, 2021

The Complicated Origins Of The Supply Chain Debacle.

Are we seeing unfold here something entirely unpredictable? Is the recovery unwinding? It sure looks so at the moment. All this w…

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Oct. 18, 2021

Are We In An Industrial Recession?

It was two shocks in a row, as first China and then the US reported dramatically lowered industrial production. Industrial produ…

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Oct. 18, 2021

The Chinese Economy Stumbles.

But today's report on the Chinese Economy shows that China's economy grew at less than 5% for the past 12 months. But it's worse…

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Oct. 18, 2021

How To Halt a Supply Chain.

Our story begins in the Ports of Los Angeles and Long Beach. And their continuing effort to push the boundaries of environmental …

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Oct. 17, 2021

The Beginning Of Supply-Chain Woes.

Our story begins in the Ports of Los Angeles and Long Beach. And their continuing effort to push the boundaries of environmental …

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Oct. 17, 2021

Where The Supply-Chain Woes Begin.

Our story begins in the Ports of Los Angeles and Long Beach. And their continuing effort to push the boundaries of environmental …

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Oct. 17, 2021

the Week In Review

A Look back at the five trading days, which made up last week. Inflation, Retail Sales, China all that and more...

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Oct. 16, 2021

The Week Past: Stock Market, Economy, Inflation.

It's been quite a week. Inflation reports, retail sales, and always China. Join me as we take a look at the week just past.

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Oct. 16, 2021

The Week Past: Stock Market, Economy, Inflation.

It's been quite a week. Inflation reports, retail sales, and always China. Join me as we take a look at the week just past.

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Oct. 16, 2021

A Look Back At The Week Past: China, Inflation, Retail Sales.

Friday helped turn some of the technical indicators around:   These last two days in the market, have been just enough to turn th…

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Oct. 16, 2021

China, Inflation, Supply Chain All On This Week In Review.

A very busy week in the stock market: China, Supply  Chain, Inflation. Let's talk about it.

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Oct. 16, 2021

Who Won And Who Lost During the Economic Lock-Down?

It was just over a year ago, that this nation was going through one of the most difficult periods in our history. We were told t…

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Oct. 15, 2021

What Really Happened During The Economic Lock-Down?

It was just over a year ago, that this nation was going through one of the most difficult periods in our history. We were told t…

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Oct. 15, 2021

Consumer Sentiment Slams Biden‘s Economic Policy.

This is a direct measure of how the President and his Administration is meeting the economic challenges of the country. Now this …

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Oct. 15, 2021

What Lock-Down Really Meant: A Retail Perspective.

It was just over a year ago, that this nation was going through one of the most difficult periods in our history. We were told t…

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Oct. 15, 2021

China Treats The USA Like A Colony.

It's a model that is literally hundreds of years old. It's called Mercantilism. It was the way that the European Empires of the 1…

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Oct. 14, 2021

China Treats USA As If It‘s A Colony.

This is not at all what's happening in the US. America is buying those finished goods from China. We don't have a Supply chain, a…

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Oct. 14, 2021

Earnings Up, So Is The Stock Market!

Markets are all up over a percent, as a Great Group of Earnings have been delivered, and initial claims for unemployment have dec…

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Oct. 14, 2021

“Supply Chain,” The Biggest Misnomer In Economics.

We call it the supply chain. And by that most of us, generally mean that we're having a difficult time getting those everyday thi…

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Oct. 14, 2021

JP Morgan A Key Players In Mergers and Acquisitions.

It's often said that it's rarefied air on Wall Street. Well, if that's true, it's the air is even more rare, uptown at the Park A…

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Oct. 13, 2021

Gold And The Long Bond, Today‘s Big Winners.

Overall it was a listless session, with little firm directions Major averages finishing just fractionally higher. We did have a …

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Oct. 13, 2021

JP Morgan Earnings Plus Fed Minutes.

Well, it's the thought on everyone's mind: When will the Fed Taper? And by how much? Will they just cut back on their monthly bon…

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Oct. 13, 2021

Positive Results From JP Morgan Chase...But...

It's often said that it's rarefied air on Wall Street. Well, if that's true, it's the air is even more rare, uptown at the Park A…

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