Hedge Fund Tips: When It Rains It Pours ...

This weekend recorded my 36th weekly VideoCast (26th Podcast) on Stock Market Outlook, Commentary and Weekly recap. Running length 00:59:24

Of particular note are the sections:

• What has the market spooked and how does it get resolved?
• Cheddar TV Appearance (Case Spike by Age and Implications/Econ Data).
• OAN TV Appearance (Bank Stress Test Results and Implications).
• USA Today and Reuters Quotes.
• Growth:Value ratio disequilibrium and implications.
• Silver Bullets?
• Vice Chair Randy Quarles/Volcker Rule.
• Global Fiscal Stimulus Implications.
• M2 Money Supply and Multiplier.
• Credit Markets.
• Cases vs. Deaths.
• What worked in 1918?
• A new “weapon of mass destruction” is coming (this time it’s good news).
• Baltic Dry Index
• AMA – Ask me anything…

Article referenced in video