Content
They've Got It All Wrong
Video By:
Jeffrey P. Snider
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Monday, March 6, 2023 6:00 AM EDT
More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese PMIs. There's a much simpler, more fun way to judge than deal with macroeconomic risks.
The PoV Revolution - How Companies Are Boosting Profits By Raising Prices
Video By:
John Mauldin
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Friday, March 3, 2023 10:50 AM EDT
So long as companies can press prices higher with minimal impact on sales volume, the Fed will find it hard to bring down inflation.
What Stocks Are Trying To Tell Us About
Video By:
Jeffrey P. Snider
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Monday, February 27, 2023 6:45 AM EDT
Something big is happening in oil. A crucial physical commodity that actually does intersect with the real economy and it is totally blowing up the soft landing/no landing economy. Yet, the stock market is all over...rate hikes?
In this video: OIL
The World Is Out Of Balance
Video By:
John Mauldin
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Friday, February 24, 2023 10:52 AM EDT
The disruptive changes that were already rewiring the economy, geopolitics, and US culture accelerated over the past 3 years, and a predictable backlash began. But we are nowhere close to a “new normal.”
Full Year Economic Outlook
Video By:
Kevin Swanson
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Friday, February 24, 2023 4:08 AM EDT
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and reduced consumer spending.
ChatGPT And Strategies For Managing Risk In A Portfolio
Podcast By:
Casey T. Smith
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Monday, February 13, 2023 8:57 AM EDT
A discussion about ChatGPT and how AI could eventually be used in the financial services industry.
A Return To Normal
Video By:
John Mauldin
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Friday, February 3, 2023 10:51 AM EDT
A discussion about the markets returning to normal, the Fed's big mistake in 2020, and the prospect for interest rate cuts in 2023.
They Are Powerless To Do Anything Now
Video By:
Jeffrey P. Snider
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Monday, January 16, 2023 4:59 AM EDT
US CPI took center stage, but it was just one piece of data among a whole bunch all showing the same thing: the very downside to the supply shock predicted and forecast by real markets in real-time all this time.
What The Trigger For Equities Will Be; It's Not Really About The Fed
Video By:
Jeffrey P. Snider
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Monday, January 9, 2023 5:00 AM EDT
The 'soft landing' is on the table at NYSE. December payroll data kept the hope alive.
Dramatic Change In Consumer Price Behavior Undermines GDP Bounce
Video By:
Jeffrey P. Snider
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Tuesday, December 27, 2022 6:45 AM EDT
GDP rebounded more sharply than previously estimated by the government, yet the same publication also showed a material slowdown in consumer prices.
When Will Gold Bugs & Generalist Investors Return?
Video By:
Jordan Roy-Byrne
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Thursday, December 22, 2022 4:47 AM EDT
A discussion of both the short to medium-term outlook, as well as the longer-term outlook in the precious metals sector.
Nancy Altman Wants To Turn Social Security Into Welfare For All
Article By:
Angry Bear
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Sunday, December 18, 2022 7:45 AM EDT
Nancy Altman wrote the following piece, which appeared in PROGRESS AMERICA on December 16, 2022. I thought it needed a response because I regard it as dangerous to Social Security. I have inserted my responses interlinear below embolden.