I had the pleasure of speaking with Raoul Pal of RealVision a few weeks ago. The interview was recorded in mid July and it was an opportunity have a heart to heart […]
Hitting the Gap
Beachy Head
We talk about financial markets all the time. But there’s more to life, so here’s something different I thought some of you may appreciate. In fact, and he doesn’t know this, but it […]
Straight Talk #12
With a furious rally in the last hour (when else?) markets closed the month of July slightly above the June highs bringing the S&P 500 to green on the year. This following […]
Straight Talk #11
Last week we discussed the importance of the $NDX chart and after another rally to the previous highs $NDX reversed hard for a potential double top and broke its trend off of […]
Straight Talk #10
In this week’s edition of Straight Talk Guy, Dan and I are discussing a wide range of issues, tech, $NFLX, $TSLA, $AMZN, the sustainability of the sudden rotation trade, the $VIX, and […]
Straight Talk #9
The broader market has been in a trading range for the past 6 weeks. Following the June highs we’ve seen sizable corrections in small caps, banks and even the $NYSE, $SPX, $DJIA, […]
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 […]
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 […]
Circling the Drain
Small caps drop over 15% in 4 days only to rally over 10% in less than 24 hours. A rally was not a surprise after such a steep and fast drop. What […]
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 […]
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 […]
