This week's episode covers:
- Were retail traders the DUMB money or was it Institutions this time?
- What happens to banks following conditions in rates that we are experiencing now?
- M2 Money Supply: Levels and Implications.
- Fox Business Appearances (sector rotation/recovery commentary)
- What signal hit this week that has only happened 5 other times in the past 20 years? What happened after the signal?
- What is the data telling us about the recovery?
- When could we be back at sporting events and concerts?
- Is there euphoria in the market yet? Why or why not?
- What we are doing based on market conditions?.
- S&P Earnings and Implications.
- Ask me Anything…
The article referenced in the video is here.




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