Just reporting the numbers that others are reporting but we have confirmed with our rusty abacus. We are open to any and all outcome. We know a lot of what we are seeing has to do with huge spikes in oil and yields and if that changes for the better, the broad market can get…
SOURCE: https://www.spreaker.com/episode/the-sloppy-week-in-review-09-25-2026–75363934
SOURCE: https://www.spreaker.com/episode/yields-09-23-2026–75320660
SOURCE: https://www.spreaker.com/episode/technology-time-09-22-2026–75304469
On September 8th, we wrote this: “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…
SOURCE: https://www.spreaker.com/episode/the-ai-week-in-review-09-18-2026–75218150
SOURCE: https://www.spreaker.com/episode/overdue-bounce-but-09-17-2026–75195395
Raising rates to lower rates. Huh!? We are not so sure the many understand that the raising of rates could potentially lower rates. Say what? The fed moves fed funds or the short term rates, the rates banks charge each other for overnight loans. That’s the definition. Of course, also influences consumer borrowing and savings…
SOURCE: https://www.spreaker.com/episode/the-overrated-fed-09-16-2026–75174355
