What commodities look attractive here and why?
Inflation CPI reports – just not looking good
Major banks kick off earnings season..
Guest: Robbie Miles, CFA – Allianz Global
Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London
Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over...
Gold hitting new highs – and oil is on the rise
Easy policy over in Japan While China is stimulating
Big employment report moves markets
Guest David Gaffen – Editor at Reuters.
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints...
Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities.
Goldilocks – SHE’S BAAAACK
And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin...
The Fed – Is Powell throwing in the towel?
AI – Profits spreading – lots of money to be made.
Apple – dragged down by a new lawsuit.
90 years of evidence, this week’s guest says this is the key asset class to own..
Paul Merriman is a nationally recognized authority on mutual funds,...
Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential
AI hype continues and continues…
This week’s guest is Thomas Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written...
No stopping a speeding freight train
A rising tide raises all CHIPS – and boy did they rise
Inflation still an issue and the Fed trying to talk markets down (Not working)
Guest: Larry McMillan takes us through some interesting options strategies.
Professional trader Lawrence G. McMillan is perhaps best known as the author...
Inflation – Maybe Stagflation?
Surging unprofitable stocks – a bit of déjà vu here
AI fever rolls on (and on).
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel...
A banking crisis brewing? Say it aint so
Fed’s trying to talk down rate cuts – Powell on 60 Minutes
Looking like a pullback could be in the cards
Guest, Frank Curzio – Curzio Research
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two...
January is in the books – and the results are mixed.
The Fed gives and takes away – No cuts on the table just yet.
Plenty of tech news this week – Earnings and more earnings.
And our guest this week – Tom McClellan of the McClellan Market Report.
Tom McClellan is a graduate...
And on that server farm there was a chip – Ai-Ai-O
Guests John Pugliano and Danielle Dimartino Booth are this week’s guest – talking about the only two things that seem to matter – The Fed and Ai.
Follow @andrewhorowitz
John Pugliano is the author of The Robots are Coming: A...
CPI ticks up – PPI ticks down – never a dull moment. Earnings season is here – Banks reported and most hit the skids.
Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!
Guest: Vitaliy Katsenelson explains value investing and what he looks for...
Conflicting Data – but absolute certainty.
What was in is out – a rotation at the start of the year.
The 10-year Treasury tops 4% – for a moment – looking like a key resistance point.
And our guest…Sam Burns of Mill Street Research.
Sam Burns, CFA is the chief strategist at Mill Street...
