Gold Signaling Dollar Weakness
Wednesday, June 26, 2024 4:00 PM EDT
A discussion about the US Dollar weakening measured by gold.
All Contributions
Q3 Cyclical Outlook
Tuesday, June 25, 2024 3:00 PM EDT
Growth peaked on a quarter over quarter seasonally adjusted annual rate in Q3 last year at 4.9%. The preferred reading is on an annual basis where growth peaked in Q4 of last year at 3.13%.
Deficits Put Dollar At Risk
Tuesday, June 25, 2024 11:53 AM EDT
A discussion about whether deficits put the role of the US dollar reserve currency at risk.
In this video: UUP
AI Stock Hype
Thursday, June 20, 2024 5:27 PM EDT
A discussion about weather artificial intelligence is more hype than reality in the stock market and does it justify high stock valuations.
In this video: BOTZ
Concentration Risk In Stock Market
Tuesday, June 18, 2024 5:14 PM EDT
A discussion about the S&P 500's high levels of concentrated risk in mega-cap technology stocks.
In this video: SPX
End Of Petrodollar
Monday, June 17, 2024 5:49 PM EDT
A discussion about the reality of the end of the petrodollar.
Weekly Market Pulse: A Concentrated Bet
Monday, June 17, 2024 2:32 AM EDT
The S&P 500 reached a milestone recently. The technology sector, as of this week, is now 33.6% of the index. If you count the Communications sector as technology the allocation to technology oriented companies is 42.8%.
Friday Recap And DARP Update
Friday, June 14, 2024 4:14 PM EDT
A review of the big market news of the week and an update DARP.
In this video: SPY
Employment Gains Overstated
Thursday, June 13, 2024 12:28 PM EDT
A discussion about why the Establishment Report is overstating job gains.
Question Time: Is The Stock Market Actually The Stock Market?
Wednesday, June 12, 2024 4:51 PM EDT
A discussion about the different behavior of cap-weighted versus equal-weighted market indices.
In this video: SPY
De-Globalization And Tariffs
Monday, June 10, 2024 11:26 PM EDT
A discussion of whether de-globalization and tariffs impact trade deficit and DARP.
Stock Market And DARP Update
Friday, June 7, 2024 6:15 PM EDT
Weekly update on financial markets, May jobs report, and other economic data.
In this video: SPY
House Pricing Outlook And Inflation Impact
Thursday, June 6, 2024 2:48 PM EDT
A discussion on home prices and impact on inflation.
Sings Of Economy Slowing
Wednesday, June 5, 2024 4:00 PM EDT
A discussion about whether the economy is slowing, and if odds of interest rate cuts are rising.
Stagflation Risk Rising
Tuesday, June 4, 2024 4:00 PM EDT
A discussion about stagflation fears around weakening personal income growth and persistent inflation.
Question Time: AI Stock Market Hype Or Reality
Monday, June 3, 2024 11:19 AM EDT
A discussion of high stock prices justified around artificial intelligence for Nvidia and other stocks
