The Federal Reserve and other central banks represent a clear and present danger to future financial stability. I’ve been saying for a while central banks are fueling an asset bubble and as […]
Clear and Present Danger
Exposed
While this weekend’s headlines are dominated by who got exposed to and infected by Coronavirus from the President on down I want to make sure other key news items are not lost […]
Triple Trouble
Markets have run into trouble in September and 3 major problems have emerged and unless these problems are solved markets may have to contend with the distinct possibility of having topped for […]
Unspoken Truth
We all know it yet the unspoken truth deserves to be said out aloud. You all heard the phrases ‘Don’t fight the Fed’, and ‘ there is no alternative’. Can we be […]
Macro Scoop
Happy Saturday everyone, no Straight Talk this weekend as Dan, Guy and I are taking some time off, imagine that. My wife and I are of course glad our kid is back […]
Straight Talk #13
Good news, bad news and great news. First the good news: The three amigos are back together again, please see the latest edition of Straight Talk below as Guy Adami, Dan Nathan […]
Hitting the Gap
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 […]
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, […]
