All Episodes

Interest Rates are not high- they’re NORMAL

Stock Market: Party like it’s 2017-GARDEN PARTY

AI CEO gaslighting: flatten the curve & wear a mask

HORMUZ chokepoint: Tech Stocks still outperform

Don’t be FOOLED: Correlation is Not Causation

AI Infrastructure Stocks & NOT

Another S&P 500 record high that Ray Dalio hates

Chinese Tech panic selloff & other unfounded fears

Warren Buffett evolving view on Tech & Google

Selling the Fear as Iran Escalates & Building Cash for My Next Move

SpaceX IPO: John’s not Buying… What about Joe?

Iran War: don’t bet against the USA economy

Stocks Performing Well During Iran Crisis

LIVE Q&A: April Fool’s Day edition

Overcoming FEAR: another panic selloff

Global Panic: Mag7 on sale

Iran War: contrarian cynically optimistic perspective

2026 Great Rotation: AI Profits are Flooding into Regional Banks

What’s going on with SILVER? 260130

Will Regional Banks OUTPERFORM in 2026? 260116

Boeing & Intel don’t fight INDUSTRIAL POLICY 260114

Venezuela Oil which stocks to buy? 260109

Grifter’s Guide to the Midterm Stock Market … trading the Trump PUMP & the Democrat DUMP 260104

AI bubble or secular growth in 2026? 251227

Don’t Fight the Trump FRIENDLY Federal Reserve 251208

Stock Market Review- did you miss the dip AGAIN? 251203

S&P 500 Correction hiding in plain sight: when to buy the dip? 251116

AI bubble & Recession fear vs reality 3.9% GDP growth 251028

Another 1 day PANIC on Wall Street 251013

Sold DISNEY stock it’s plagued by bad management 250928

Small Cap Stocks beware unprofitable zombie companies 250915

GOOGLE is still magnificent 250904

Stock Market SURGES: will Fed really cut interest rates? 250824

Warren Buffett keeps selling APPLE: should you? 250821

Beyond inflation fear: Losses are limited & Gains are infinite 250814

Marry an ELECTRICIAN 250810

Lincoln Electric LECO isn’t a welding company it’s a 130 year old Tech ecosystem 250806

Industrial Sector will be Mag 7 of next decade 250801

Peak Globalization: New Cold War 250730

Protect & Grow your portfolio with Strategic Diversification 250722

Is the stock market due for a SELLOFF? 250718

GENERAC stock for hurricane season and beyond 250711

JABIL a top performing stock you’ve never heard of 250629

WWIII & OPEC abundant Oil supply without IRAN 250626

Shhh … CENSORED Economic Boom 250603

Best S&P 500 sectors will surprise you 250518

An optimistic economic view 250502

Economic War … battle of the TARIFFS 250420

Cheap Oil & Low Interest Rates trump Trump’s CHAOS 250305

Comparative Advantage Market Forces 250215

DeepSeek good for EVERYONE but ChatGPT 250128

Beyond AI … nuts & bolts of the economy 250126

INFLATION untamed … good or bad for stocks? 241215

TRUMP a lot can go WRONG 241128

TRUMP love or hate him it’s a trend 241124

Good company … overpriced stock 241105

TRENDS beyond the election 241021

Manufacturing Recession…2 years and counting 240908

What happened to the SELLOFF? 240820

Degression & Rant- Stagflation or Super Cycle 240521

THINKING beyond money market funds 240323

Behold wars and rumors of wars 240205

Chinese Stocks so bad they’re good? 240130

LIVE: 2024 Investing Themes 231220

Market up on Israel-Hamas war…it’s all about interest rates 231010

Big LOSERS on Wall Street 230923

Lowering interest rates won’t solve the problem 230908

Anemic German Economy & Future Opportunity 230831

Fed Jackson Hole Summit- Structural Shifts in the Global Economy 230829

Pitiful state of the Global Economy 230711

Think of Money Market Funds as Dividend Paying Stocks 230709

9th Anniversary Celebration 230704

LIVE PRESENTATION: where’s the recessions? 230628

Fed Rate Hike…pivot…pause…skip 230613

Where’s the RECESSION? Where’s the RALLY? 230510

Declining Profits & Soft Breakout above 200dma 230210

S&P 500 failed for third time at the 200dma 221121

Stock Market CRASH: Buy-Hold-Sell 220924

Midterm Election Stock Market Rally? 220906

Apprenticeship to wealth 220804

Investing is like paddling a canoe 220725

Blood in the streets of the Magic Kingdom & everywhere else 220616

Conflation of fears drives extreme negative investor sentiment 220605

Stock Market Selloff…Rants, Digressions, Explanations & Portfolio Adjustments 220514

NETFLIX crash reveals myth of first mover advantage

Products recession…Services BOOM !

Four Specialty Stocks that no one’s heard of

S&P 500 at support while volatility spikes

Suddenly…everyone loves TWITTER

The time to buy Oil stocks was 2 years ago

Absolutely nothing about Ukraine or Russia

My stock just crashed…what do I do now?

Tech Stock RALLY or dead cat bounce?

Goldman Sachs poster stock for VALUE

2022 Volatile & Profitable