May Market Madness – Tech vs. everything else.
Politicians create problems – just to fix them – My Heroes!
Bifurcating markets – that is of interest.
And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds.
Tom Nelson is a senior vice president and head of asset allocation portfolio management for...
Memorial Day is here and we can smell the summer!
Government creating problems – just to solve them?
Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello.
Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first...
Risk warehousing, Government paralysis and other interesting concepts from this week’s guest, Dr. Richard Smith.
How to mitigate self-defeating investment plans?
AI and the potential for civilization – good stuff in this episode.
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to...
Inflation CPI report as expected – markets – don’t know what to make of it.
Banks still not getting any love – more shoes to drop.
Debt ceiling talks going nowhere…
This week’s guest is Thoma Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with...
No Dead Fed – Hikes still on the table – although markets don’t agree.
A quick look back and ahead as banks are in trouble. It is getting a little silly…
Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand
Howard Silverblatt (@hsilverb) is Senior Industry Analyst,...
The banking Crisis is NOT over – no surprise here.
Earnings for mega names coming in better than expected – stocks zooming.
Sinkhole Alert issued – what does that even mean?
And a conversation about M2 Money Supply.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking...
420 – came and went – should we make it a national holiday!
Taxes done? – in the mail and all finished – right?
Markets are busy digesting earnings and my very interesting meeting with a Fed big shot.
Check this out and find out more at: http://www.interactivebrokers.com/
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Inflation receding, like the floods in my neighborhood.
Fed calls for a mild recession. Earnings season begins – banks…batter up!
Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast.
Check this out and find out more at: http://www.interactivebrokers.com/
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio...
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…
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for...
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.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
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