Latest Posts | Market Look | Markets | Newsletter | Radio
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Latest Posts | Market Look | Markets | Newsletter | Radio
RADIO SHOW 9/8- SEMIS/AI REPEAT
SOURCE: https://www.spreaker.com/episode/semis-ai-repeat-09-08-2026–75005278
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SEMIS/AI RETURN
Nothing is 100% sure especially in this noisy, news driven environment emanating from the farce of DC and we mean farce, but on Friday, it seems the down and out SEMIS/AI trade woke up and at the very least, captured some decent relative strength versus the market. It has been a while. To be sure,…
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Latest Posts | Market Look | Markets | Newsletter | Radio
Radio Show 9/3/26 – Strong Day
Listen Here
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Latest Posts | Market Look | Markets | Newsletter | Radio
RADIO SHOW 9/2- OIL AND YIELDS
SOURCE: https://www.spreaker.com/episode/oil-and-yields-09-02-2026–74830807
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Latest Posts | Market Look | Markets | Newsletter | Radio
RADIO SHOW 9/1- A 1-2 PUNCH
SOURCE: https://www.spreaker.com/episode/the-1-2-punch-09-01-2026–74793715
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WATCH YIELDS
WATCH YIELDS! How many times do we have to say that? How many times have we said those 2 words recently? WATCH YIELDS!. The bond market is in a bear market, not only here but many areas around the globe. That means yields are heading higher and right now, persistently higher. For example: Germany’s 10…
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Latest Posts | Market Look | Markets | Newsletter | Radio
RADIO SHOW 8/31- MUSH MARKETS
SOURCE: https://www.spreaker.com/episode/mushy-markets-08-31-2026–74773017
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Latest Posts | Market Look | Markets | Newsletter | Radio
RADIO SHOW 8/28- AI IMPLOSION
SOURCE: https://www.spreaker.com/episode/ai-implosion-08-28-2026–74739809