I recap today’s crazy action, TIPS auction, all things yields, Biden’s tax plan, and why I am extremely bearish. Thanks for listening

I recap today’s market, rant on speculative dislocation from reality, and explain why I think this market has major roadblocks ahead.

I recap today’s action, repo markets, what the yield curve is showing, and why I think that earnings season is showing the true “COVID HANGOVER”. Thanks for listening.

I recap today’s action, the yield curve, global credit issues, crypto, and why UAL earnings show problems in the market. Thanks for listening.

I recap today’s action, discuss the treasury market, economic data, Archegos, rant about doge, and explain why the fed is in an extremely tough position.

I recap today’s action, discuss the economic data, gold and interest rates, Chinese debt issues, Citibank and deltas earnings, and why I believe that the market has lost connection with reality.

I recap today’s action, reverse repo operations, Coinbase IPO, and why I believe that bank earnings showcase problems underneath the surface. Thanks for listening.

I recap today action, CPI data, economic data, and why am so excited for to see the financial sectors earnings reports. Thanks for listening.

I recap today’s weak action, CPI, what the yield curve could possibly be showing, and the bodkin report. Thanks for checking it out.

I recap today’s action, question caused the short term volatility and the major indices to rise into the close, RBI treasury supply/demand issues, lending problems, and what is next for this market. I was going off and the audio cut out at some point. I decided to just submit the podcast, so it might sound jacked. I do not care though. Thanks for listening.