Bangarang! CPI drops down to 8.5%! NO INFLATION (LOL)!
The consumer remain strong – but what about that credit?
Reboot, reset and open up the mind to the possibilities. We don’t know what we don’t know. Let’s move toward financial independence!
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Markets just don’t know how to read the current backdrop – so many crosscurrents.
Fed speakers continue to press on with their high hopes for higher rates – walking it back
Buyback frenzy coming?
Softbank – horrible, simply horrible.
PLUS we are now on Spotify and Amazon Music/Podcasts!
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Frank Curzio is our guest – you have to listen to this overdub sample of Frank – he rocks it!
STONKS – are they back?
Ignoring the Fed’s Message – Let’s focus only on what we want to hear as tech is making a run – from oversold to now, overbought.
What happened...
Markets are getting a bit crazy to the upside now… Clearly the short squeeze gang is on the prowl.
Bifurcation – rates separating from inflation concerns.
Global economies are getting worse as higher costs are really crimping consumers. A hard look at what is happening around the world.
PLUS we are now on...
Stocks rally into Fed – and then blasted higher on a dovish take on Powell.
Tech earnings – looking pretty good – well, better than expected.
Bond yield tumble, the USD heads lower and asking about the “R” Word.
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