Onto the dog days of summer. The first half of 2020 has been intense for all involved and the second half looks to be intense as well. Stepping back from the daily […]
See the Big Picture
Straight Talk #8
An eventful week in markets and the economy as the month and quarter are coming to a close next week. The broader market peaked on June 8th on the heels of unprecedented […]
Busted
First they dismiss you as a conspiracy theorist then they join you. The secret is out, the Fed is busted: Central banks have distorted asset prices far above the economy. I’ve been […]
Still a Bear Market
Don’t let new highs on Nasdaq fool you. It’s still a bear market and I can prove it. First let’s acknowledge they are have and continue to throw the kitchen sink at […]
Straight Talk #7
What I really like about our Straight Talk episodes is that it they are completely agenda free, there are no restrictions, it’s just the 3 of us talking and discussing the issues […]
Straight Talk #6
And then it happened. A vicious sell off seemingly out of the blue putting a sudden end to the steepest rally ever with many indices and individual stocks getting hammered seeing sizable […]
Crash #2?
President Trump is mocking Warren Buffett for having sold his airline stocks, Druckenmiller crying on TV about having been humbled by the market while every Robinhood retail trader piling into ever more […]
Straight Talk #5
In this week’s edition of Straight Talk Guy Adami, Dan Nathan and I are diving into the surprising jobs report, the hot topics of the widening wealth gap and social unrest, the […]
Breaking Bad
Well, they’ve done it again. The Fed has once again managed to erase the larger market pain. This time it was not the standard correction that was erased, this time they erased […]
AAPL Check #2
On February 16 in $AAPL Check I had issued a technical warning on $AAPL as it was trading at around $325. The technical warning came with a recognition that the stock was very […]
Straight Talk #3
Another week another Fed save as Jay Powell’s 60 minute interview aborted the market weakness from the week before resuming in a weekly market gap up which was further fueled by yet […]
Straight Talk #2
First off a big thank you to everyone watching last week’s debut of our webinars. We didn’t know what to expect, but we felt the issues we highlighted deserved a deeper look, […]
