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Radio show 6/23- Changes continue.
SOURCE: https://www.spreaker.com/user/10863617/ie-06-23-22
CONTINUED CHANGES
Last week, we wrote and stated several times that inflation was peaking but also inflation was peaking because it has flushed out severe weakening of the economy. It is continuing to happen and happening in a big way. We saw it with our channel checks but more importantly, saw it in price movements. Back in…
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Radio show 6/22- Jobs Jobs Jobs
SOURCE: https://www.spreaker.com/user/10863617/ie-06-22-22
THE INFLATION PEAK! FOR NOW!
We wanted to repeat our thoughts from June 17. FOR NOW, WE BELIEVE INFLATION HAS PEAKED! For now, we believe inflation is in the midst of peaking BUT FROM VERY HIGH LEVELS. This is not saying much considering how high inflation is but any price drop, especially energy is of import. OIL stocks have topped also….
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RADIO SHOW 6/21- THE BOUNCE
SOURCE: https://www.spreaker.com/user/10863617/ie-06-21-22
A NEW WEEK NOTES
From Friday morning: At this juncture, a counter-trend rally/bounce would be as normal as the 90 degree+ days we are having in Florida this week. BUT KEEP IN MIND, and to repeat, a rally/bounce at this juncture would not change the main trend/big picture and is coming out of severe weakness. Coming into today, this…
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RADIO SHOW 6/17- ANOTHER CRAPPY WEEK IN REVIEW
SOURCE: https://www.spreaker.com/user/10863617/ie-06-17-22
HEADING INTO THE WEEKEND
Just some notes on what we think is important right now: BOND YIELDS, after amazingly going from 2.7% to almost 3.5% on the 10 year in just 11 trading days, are finally pulling back. We have not seen the main trend change yet. Just a normal pullback. We think this is one of the most…
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RADIO SHOW 6/16- GROSS!!!
SOURCE: https://www.spreaker.com/user/10863617/ie-06-16-22
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RADIO SHOW 6/15- MR BUBBLE FRONT AND CENTER
SOURCE: https://www.spreaker.com/user/10863617/ie-06-15-22