After a great run this year, Investors are learning to deal with economic weakness and hence the markets are repricing earnings growth. We have a lot of economic data and technical data that's shows weakness in the fundamentals and sentiment. E

The Wounded Economy

May 24th, 2019 31m 49s

Deep dive into most recent economic data and market action. Also discussed risks to the upside and downside.

Economic weakness is real

May 15th, 2019 26m 24s

Most economic indicators are showing additional weakness. Housing and Energy are the only areas of some strength. The outlook doesn't look great for the overall stock market.

Dead Cat Bounce?

May 14th, 2019 16m 16s

In today's podcast, we discussed the possible direction of this market given the possible headwinds and tailwinds.

Ready fire aim

May 13th, 2019 24m 5s

Today we discuss why the latest reaction by investors is misguided. We also discussed Q1 earnings scorecard.

The Long Week

May 9th, 2019 32m 2s

Trade war, negotiations, Uber IPO, Facebook Article and Technical Analysis.

Overdue pullback

May 7th, 2019 17m 23s

We finally have the overdue pullback. In todays episode we discuss the tariffs, pullbacks, support levels and real cause.

Tariffs impact every American

May 7th, 2019 23m 24s

Today we discussed Tariffs on Chinese goods and their impact on the US consumer and risks to the US Economy.

Employment Report and Productivity

May 3rd, 2019 23m 37s

In this episode we discussed the current employment situation, ISM non-manufacturing index and productivity growth. Productivity is the most important indicator that's helps us determine the long-term health of the US economy.Questions? Email

Fed Decision and Statement

May 1st, 2019 19m 13s

In today's podcast we discussed the May 1st, 2019 Fed decision not to change the Fed funds rate and the market reaction. We also did a deep dive of the Fed statement. We also discussed today as being the possible catalyst for a technical correc

Infrastructure bill and economic Indicators

Apr 30th, 2019 21m 12s

Topics: Economic Indicators, $2 Trillion infrastructure package & Federal Reserve Independence.

Dissecting GDP Q1 2019

Apr 27th, 2019 19m 26s

Dissecting 3.2% Q1 2019 GDP, talked about its components and S&P 500 earnings update

Too many headwinds for this market

Apr 24th, 2019 17m 5s

Topics: Big move in the yield curve, Straits of Hormuz, Oil price and are these price levels sustainable.

Mixed US Housing Data & China's Monetary Policy

Apr 23rd, 2019 17m 32s

Topics: US Housing Data, China: Politburo's approach and risks.

Caution! A pullback maybe coming

Apr 22nd, 2019 24m 44s

In todays episode we talked about Oil prices, Iran sanctions, Disappointing Auto Sales and a coming market pullback.

Stock markets trading in a tight range?

Apr 18th, 2019 15m 19s

Topics-S&P 500 Earnings report with 15% reporting and the index isn't going anywhere. -Can we trust Chinese Growth?-Economic Indicators are coming in mixed.