Adam Taggart | Thoughtful Money, Released on 11/16/23 The world has watched intently as the world’s most influential central bank, the Federal Reserve, has implemented the most aggressive interest rate hike campaign in history — on a % change over time basis. But that campaign may now be over. And if it is, it suggests […]
Bianco Research, Released on 11/16/23 Today Jim discusses the big drop in yields after last week’s refunding announcement. · Why look at TLT? · What are volume and flows telling us? · How about the options market? · What does it all mean? Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since […]
Oxbow Advisors, Released on 10/3/23 Ted Oakley reviews his thoughts on the economy, bonds, and stock market. He emphasizes the significance of investment quality and patience. Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and […]
Wolfstreet, Released on 9/30/23 Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades. Wolf Richter is the founder of Wolf Street Corp and the publisher of WolfStreet.com. Wolf has over twenty years of C-level operations experience, including […]
Howe Street, Released on 9/8/23 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
The Daily Gold, Released on 8/23/23 A study of history shows how all the asset classes can be related at secular turning points. In the mid 1960s, the secular bull in Bonds ended first and then followed by Stocks. Then Gold made its huge move. In 2000-2002, stocks peaked well before the dollar. The bull […]
Goldseek Radio, Released on 6/22/23 (Recorded on 6/16/23) John Williams from shadowstats, a widely admired economic thinktank, comments on the latest FOMC meeting minutes noting the potential for domestic stagflation. 0.30 – The Fed Funds Futures contract probabilities at the CME, suggest strong prob. of 1-2 rate hikes later in 2023. 4.01 – How willl […]
Wealthion, Released on 4/6/23 For Part 2 of this interview, CLICK HERE From a macro standpoint, the storm clouds of inflation, recession & layoffs appear to be multiplying in number and darkening in intensity. But the markets seem to see only sunny skies. The NASDAQ enjoyed its best quarterly gain since 2020. Which outlook is […]
