RADIO SHOW 10/29- SPLIT TAPE
SOURCE: https://www.spreaker.com/episode/split-tape-10-29-2025–68339947
SOURCE: https://www.spreaker.com/episode/split-tape-10-29-2025–68339947
SOURCE: https://www.spreaker.com/episode/the-big-guy-10-28-2025–68318280
SOURCE: https://www.spreaker.com/episode/sure-looks-1999-10-27-2025–68302536
From October 16: “We are not sure this is being talked about enough. We think it of import. Jay Powell, pretty much, for now, said good bye to QT …quantitative tightening where he was letting his maniacal amount of money printing run off. This potentially and probably means when the bonds he bought mature, he…
SOURCE: https://www.spreaker.com/episode/smoking-week-in-review-10-24-2025–68269887
SOURCE: https://www.spreaker.com/episode/crime-shouldn-t-pay-10-23-2025–68257865
SOURCE: https://www.spreaker.com/episode/froth-melting-10-22-2025–68245141
The over the top froth and speculation that we always warn about is now getting some of the round trip. Our main theme on names that have no sales remains and that is “when the music stops and those themes are no longer in vogue, if nothing changes and companies continue to have no sales,…
SOURCE: https://www.spreaker.com/episode/gold-finally-10-21-2025–68231925
SOURCE: https://www.spreaker.com/episode/what-tariffs-10-20-2025–68218703