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 […]
Macro Scoop
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, […]
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 […]
