Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Wednesday, June 18, 2025
The Fed's Latest, Credit Card Trends, Our Bullishness Beyond, and Correction Prospects Come Summer (video)
Saturday, June 14, 2025
Intermarket Confusion, Gold Stays Golden For Now, And The Risk In Rate Cuts Right Here (video)
Dear Clients, another important one to take in:
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Wednesday, June 11, 2025
CPI Surprise, Valuations Globally, And Sustainability's In Question For US Stocks (video)
Dear Clients, this is an important one to take in.
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Friday, June 6, 2025
Stagnating Below the Surface, And The Fed's Cost-(and yield)-Pressure Constraint (video)
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Wednesday, June 4, 2025
Goes With Populism (video)
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Friday, May 30, 2025
Noisy Market, Political vs Economic Constraints, And What's Working So Far This Year (video)
Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:
Tuesday, May 27, 2025
Noise Vs Signal: Stock Market Drivers, Short and Long-Term
I found myself, on two separate occasions today, telling clients that while I won't say that this is the most headline-driven market we've ever had to manage through, I will say, that, indeed, it is as headline-driven as any market we've ever had to manage through.
The following from Bloomberg's "Macro Man" Cameron Crise's latest podcast pretty much says it all, at this juncture: