This week, Graham Summers, MBA delves into the stock market framework he's developed over the last 20 years of its career. He also explains why stocks are finally dropping, where this leg down will end, and what to do about it.

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Bonds yields are back at the highs, but stocks are refusing to break down. This week we delve into why this is happening, as well as why the U.S. economy refuses to enter a recession despite the fact inflation remains a major problem. 

We also spend time analyzing the stock market on a relative basis to bonds and cash, as well as our thoughts on oil and gold.

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Stocks have broken out to new highs, but there are signs that inflation, as measured by CPI might in fact be bottoming right now.  Moreover, the bond market is finally waking up to the fact the Fed will need to keep rates higher for longer, which will ultimately have a profound impact on asset prices going forward.

This week we delve into all of these issues as well as what they mean for the markets. 

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The Fed has announced it is pausing its rate hikes at a time when there is clearly too much froth in the system and core inflation remains at 5%. This week we delve into what this means for stocks and other risk assets. We also assess whether the U.K. is about to trigger a new debt crisis. 

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This week we assess one of the most important aspects of investing: being wrong and losing money. In an industry in which no one openly admits their mistakes and everyone pretends to have a 100% success rate, this is the ULTIMATE Guru Taboo.

We also assess the ongoing battle between the Fed and the Federal Government when it comes to spending/ inflation, why the economy continue to grow,  whether or not stocks have indeed bottomed, and where risk assets go from here. 

Buckle up, this is not your usual guru podcast.

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Ignore what the media is telling you, the debt deal  opens the door to even more spending; $6 trillion, to be specific. In this week's episode  we delve into the impact this would have on inflation, the economy, the stock market and more.

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The U.S. will hit its debt ceiling some time in the next 60 days. Stocks are ignoring this and other significant risks. Meanwhile, large divergences are forming "beneath the surface" in the markets. This week we delve into all of these issues in great detail.

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Thus far in 2023, banks with a combined $532 BILLION in assets have failed in the U.S.. And yet, the S&P 500 remains near its highs year to date. We delve into the big picture for the markets and why stocks are stuck in a range... for now.

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The financial system is in the grips of two major macro forces.  How this plays out will  decide which framework investors will need to use. And once again the "Death of the U.S. Dollar" narrative is taking hold of the investment community. Is the great U.S. Dollar crisis finally here?

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This week Graham does a deep dive into the "smart money" asset class: bonds. Graham outlines how the bond market works, why it's extremely important for understanding the economy, and what it's saying about buying stocks today. 

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