The Long Hill Report

The May 2025 Long Hill Report-Conversations with Mike Carnevale


Listen Later

We began by noting that neither Mike nor I was elevated to the Papacy on this election day.As the market indices rise, Michael is not as morose as he was last month. He is more hopeful about the Donald.What a difference a month makes.My take: Trump is wild, abrasive, bombastic, but not crazy. He said he beat the Houthis, but they beat him. He knows it and just got the ships out of the way. In the MSM not even his enemies are calling it a defeat.Gus is more confident than moi at this point. No cut? Why, economy okay, unemployment okay…per Mike. Futures market says cut not yet and not in June. Remember Reaganomics as insult until it became a compliment…now, we shall see.The unwashed are under water.It is still a world where you get into your company’s 401K while young is the way to go.April usually best month as that, but not this year.Mike reports the rest of month, so that all in all okay, but not perfect.

...more
View all episodesView all episodes
Download on the App Store

The Long Hill ReportBy Richard Morchoe