Markets get skittish on economic slowdown concerns.
Employment Report – inline and not much of a surprise.
10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out.
Let’s look back to look ahead…
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Rate direction – bets are for cuts later this year!
Ending the quarter on a more positive note – market happy nothing else is breaking.
Nailing 1st place in the Chili Cook off – secret ingredient.
This week’s guest – Danielle DiMartino Booth.
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set...
Central Banks boost rates, bond yields fall.
Powell says banking system is strong and resilient!
Yellen says not planning on full backstop.
Double talk and backspeak – only meant to confound and confuse.
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Banks are in the tank – bad mojo out there.
The Fed and Treasury getting out the playbook – keep up confidence at any cost!
QT turns to QE – half of April’s QT bought back – just last week!
Guest – Anthony Scaramucci discusses some really interesting topics such as the Avatars...
A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022.
It is a good practice to see what you got right and what you got wrong to help make better decision in the future.
