Latest Posts

AND WE START OFF WITH NOTHING CHANGING

Random thoughts entering the new year. The PBOC lowers reserve requirements by 1/2 point and away we go. Momentum is momentum. Markets remain stretched and

RADIO SHOW 12/31

SOURCE: https://archives.warpradio.com/btr/investorsedge/123119_18.mp3

RADIO SHOW 12/30

SOURCE: https://archives.warpradio.com/btr/investorsedge/123019_18.mp3

Radio Show 12/27/19

Source: https://archives.warpradio.com/btr/investorsedge/122719_18.mp3

THE “NOT QE” MELT

—–Those that know us and those who read our missives know we are very careful with our words. We are not into “the Dow will

Radio Show 12/26/19

Source: https://archives.warpradio.com/btr/investorsedge/122619_18.mp3

RADIO SHOW 12/24

Source: https://archives.warpradio.com/btr/investorsedge/122419_18.mp3

RADIO SHOW 12/23

SOURCE: https://archives.warpradio.com/btr/investorsedge/122319_18.mp3

RADIO SHOW 12/20

SOURCE: https://archives.warpradio.com/btr/investorsedge/122019_18.mp3