Episodes

Feb. 18, 2021

Supply Chain Disruption.

As we watch Winter Storm Uri move up the East Coast: we're seeing yet another disruption in the nation's supply chain. That delic…

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Feb. 17, 2021

It's Reliable v. Unreliable Electricity.

Nature has a way of exposing man's folly. When I lived in California, it was often earthquakes that exposed the poorly constructe…

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Feb. 16, 2021

Where's Bitcoin Headed? Ask JP Morgan.

The big bank, JP Morgan Chase, may have a lot more to do with the future of Bitcoin that you'd imagine.

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Feb. 12, 2021

All This Monetary Stimulus Is Like "Pushing On A String."

There is a growing consensus on Wall Street that Inflation is right around the corner.   And when you first look at the numbers,…

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Feb. 11, 2021

Powell Refuses To Call Out Governors As The Real Cause Of Unemployme…

The reason we have a weak labor market is as clear as the nose on your face. It is the elephant in the room. And it is the one th…

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Feb. 10, 2021

Why There Is Little Inflation...For Now.

This morning the Bureau of Labor Statistics released the latest reading on the US Inflation Rate.   And this had to be one of th…

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Feb. 9, 2021

How Is All This Stimulus Distorting The Economy.

With all this largess coming out of Washington, the question is beginning to be asked, is this too much of a good thing. The amou…

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Feb. 8, 2021

The Disappearing American Corporation.

Well, We're right in the middle of earnings season, with just over half of the publicly traded companies having reported their re…

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Feb. 5, 2021

Will Amazon Become A Union Shop?

It's the kind of news that sends a shiver up the spine of any Chief Executive. Even one, who is one of the richest men in the wor…

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Feb. 4, 2021

The Game Stop Saga: Real Capitalism Or Something Else?

Well, I have to confess that when I first saw the news about Game Stop and all the others like AMC and American Airlines: I was t…

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Feb. 3, 2021

Amazon And Alphabet/Google Two Companies In Transition.

Amazon and Alphabet, two of the leading companies in the nation. And yet as we saw yesterday, two firms in transition. Their term…

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Feb. 2, 2021

When Shorting Becomes An Offensive Weapon.

There is a pernicious evil, that happens when Shorting Stock becomes an offensive weapon. It is an evil that will literally rip t…

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Feb. 1, 2021

Wall Street Reacts To Biden's Expansive, New Social Programs.

Want an inside indicator of where this economy, and ultimately stocks and bonds are headed? Well, look no further than the latest…

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Jan. 30, 2021

What's Really Happening With Game Stop.

There really is a scandal here, but it's not at all what you're reading in the press or hearing on the news. The Scandal here is …

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Jan. 29, 2021

If I Could Tell Presient Biden Just One Thing.

So, if there is one thing that I could tell our new President it is to: Open up this economy, as fast and as far as he can.

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Jan. 29, 2021

If I Could Tell President Biden Just One Thing.

So, if there is one thing that I could tell our new President it is to: Open up this economy, as fast and as far as he can.

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Jan. 28, 2021

Game Stop And The Great Bear Raid.

Well. You may have read about the big price jump in Game Stop and a couple of other small companies that have recently come under…

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Jan. 27, 2021

The Cost Of Fear.

Fear is perhaps the most overwhelming of all human emotions. When you are truly fearful is difficult, if not impossible, to think…

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