I take a deep dive into the poor economic data from Friday, market moves, yield curve, fx markets, fed nominations and their policies, and lastly rant on inflation and discuss inflation adjusted returns. Thanks for listening!

I recap recent action in the market and give my outlook for 2022. Thanks for listening.

I recap last weeks markets, global yield curves, why I see a major policy error by global central banks, and what I see happening next week in markets. Coal in our stockings, but central banks will reward us with cancelling the taper and rate hikes. Thank you for listening!

I recap today’s wild markets, take a look beneath the surface into the global bond markets, discuss reverse repo, t-bills, market breadth, crypto, economic data, the latest Fed news, BOE hikes, and why I believe we will not see a Santa Claus rally. Coal for us this year, you know how I’m playing the markets. Thanks for listening!

I discuss what has been moving markets lately, take a deep dive into the dollar, the new omicron variant, and how I am playing the market. Thanks for listening.

I give my thoughts on the recent market moves, where I see assets heading into the end of the year, and my thesis that labor shortages lead us on one path, and that is hyperinflation. The dollar is extremely manipulated and one must look elsewhere to see what is really going on beneath the surface. Protect yourself. Thanks for listening.

I recap the recent moves in the financial markets and give my thoughts on what the yield curve is telling us. I discuss the recent developments for the debt ceiling, and then rant on the government. Lastly, I lay out my portfolio and what I am expecting to play out. Thanks for listening.

This eppy is less focused on current market moves, instead a deep dive into the financial system. I give a timeline of how we got here and what is occurring through reverse repo operations today. I discuss my short term and long term views for credit as well as equities. Beware my friends, I truly believe a black swan event is just around the corner. Thanks for listening!

I talk about the recent market moves, scramble for collateral pre-market, collateral shortage, the debt ceiling, as well as the eviction aid expiring. I make my case for why one should think twice before buying the recent dip. Thanks for listening.