My Take on Joe Rogan Redo – Ep. 279
August 25, 2017
The Joe Rogan Experience Podcast I appeared the Joe Rogan Experience Podcast while on my trip this week to the West Coast. I first appeared
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Bitcoin is a Digital Risk Asset, Not a Currency – Ep. 276
August 14, 2017
Speculative Asset Bitcoin is a digital risk asset, not a currency. If you own bitcoin you have an asset, but it is not a safe
Trump Hypocrisy on Jobs Raises Concerns – Ep. 273
August 4, 2017
Trump Jumps to Tweet on Mediocre Jobs Numbers This morning the Labor Department released the July Non Farm Payroll numbers and Donald Trump tweeted,”Excellent Jobs
Dollar Falls as Balance Sheet Shrinkage Doubts Rise – Ep. 270
July 26, 2017
Summary: The Dow and the NASDAQ set new record highs today as the dollar sold off near the end of the day to close at
Lessons From Vegas Don’t Stay in Vegas – Ep. 269
July 25, 2017
Summary: My recent trip to Las Vegas for The Freedom Fest provided some interesting lessons. My observations that we are paying more for less were
Weak Data Sinks Dollar But Floats Stocks Ep. 268
July 14, 2017
Summary: More weak economic data today sent the U.S. stock market to record highs; at least the Dow and the S&P hit new records. NASDAQ
Market Ringing Lots of Bells:Ep. 267
July 11, 2017
Summary: There are market indicators of a major top as illustrated by the Blue Apron IPO, as it represents the failure of a very weak
Fed Admits It Needs Evidence Q1 Weakness Was Transitory – Ep. 251
May 26, 2017
Summary: The Fed is now indicating it needs evidence that the Q1 weak economic data is transitory and not a trend. This is interesting for
The Dollar’s Decline Is Only Just Getting Started – Ep. 250
May 22, 2017
Summary: The dollar’s decline really started with the Fed’s too-little-too late rate hikes. The rally of 2014 – 2015 was fueled by expectations of more
Fantasy Trumps Reality – Ep. 247
May 10, 2017
Summary: Trump fantasy persists in the face of weakening economic data, health care and tax reform uncertainty. The reality is that the damage done to
