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RADIO SHOW 8/19- HUGE ROTATION
SOURCE: https://www.spreaker.com/episode/huge-rotation-08-19-2026–74339250
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RADIO SHOW 8/18- THE 2ND STEP?
SOURCE: https://www.spreaker.com/episode/the-2nd-step-08-18-2026–74270642
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WATCH YIELDS PART 2
We wrote just yesterday to WATCH YIELDS. Looks like someone else was watching. “The U.S. Department of the Treasury is increasing, by at least double, the size of liquidity support buyback operations for longer-dated nominal coupon securities (the 10-year to 20-year sector and the 20-year to 30-year sector). The current maximum size of $2 billion…
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WATCH YIELDS
As we pen this, the 30 year yield is at 5.318%, the highest level since 2007. The 10 year yield is at 4.736% in a definable uptrend and nearing last month’s high as well as multi-year highs. A close look at the longer term chart of the 10 year yield has us stating it better…
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RADIO SHOW 8/17- Ai REDUX
SOURCE: https://www.spreaker.com/episode/ai-redux-08-17-2026–74225236
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Radio Show 8/14 – Week In Review
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RADIO SHOW 8/13- SEMI DAY?
SOURCE: https://www.spreaker.com/episode/semiconductor-day-08-13-2026–73931127
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Radio Show 8/12 – Inflation & The Fed
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RADIO SHOW 8/11- MUSH
SOURCE: https://www.spreaker.com/episode/mush-08-11-2026–73829265
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RADIO SHOW 7/10- OIL AND YIELDS
SOURCE: https://www.spreaker.com/episode/oil-and-yields-08-10-2026–73777551