May 15, 2016
The verdict is in on the big-box retail companies – and it is not looking good. The big question is as to whether this is isolated to the old-line type of retail establishments or if it is more an issue of consumer trends.
Several stocks in the material sector have given back a good bit of gains – we wonder if it is time to get back in on the long side or stay away. Plus a falling knife that may have some bounce potential.
April 17, 2016
According to our guest, financial “Puppet Masters” provide consumers / investors a new perspective in order to create a diversion from the fundamentals. Bernanke, Yellen, Draghi becoming objects of adoration and propitiation. Central Bankers are taking cues from Marketing firms in order to reach their payoff.
We also discuss game theory and the use by market players as well as some of the important earnings that will be coming up this week.
April 10, 2016
Looking directly into the bright lights that are heading our way – yes, it is earnings season and that is going to give us the insight we are waiting for to see if the fundamentals match the current technical conditions.
Oil prices surge as production slows and U.S. rig counts drop again – the weekly rig count has dropped another 7 after last week’s drop of 14. In addition, this week we saw a drawdown of inventories and more rumors that a production freeze by OPEC is possible. Read more
March 27, 2016
With the holiday shortened week, trading volume was anemic as stocks swayed to the downside. GDP results were announced as was a new gauge on corporate profits. There was not much excitement, but there are some economic reports coming this week that will provide another look at the intentions of the Fed and employment trends.
In this episode, we also take a look at the current chart for crude oil to see where it may be going next and the reasons why the Fed should be talking up rate hikes.
March 13, 2016
Negative rates are all the rage. How will central banks ever unravel this and what will be the consequences? If you as the Fed, they will tell you that all will be just fine. We can choose to believe that or look at the potential for ourselves.
On the same track, we need to start asking more questions about the growing disingenuous financial commentary that is appearing on social media. There are all sorts of hidden agendas and we uncover many of them in this episode.