Tariffs will not have meaningful impact on inflation (4-minute video)
Less regulation and M&A outlook will be good for banks (4-minute video)
Mortgage rates likely to remain high in 2025 (5-minute video)
Fed may be done with rate cuts for a while (4-minute video)
Rising rates across the curve bad for high PE stocks (5-minute video)
Economy may be stronger than anyone thought (4-minute video)
Worry is now on the inflation side of the economy (4-minute video )
USA growing debt is clearly unsustainable (9-minute video)
Time for stocks to give back a chunk (4 minute video)
Big tech continues strong but all stocks not equal (7 minute video)
Election may be Gore vs Bush on steroids (4 minute video)
Rate cuts not needed now (4-minute video)
Crude oil price is due for a price pop (3-minute video)
Fed should be cautious and slow to start rate cutting cycle (3-minute video)
Holding S&P 5200 level is vital to prevent sharp pullback (4-minute video)
Economic cycle setting up well for large cap value stocks (4-minute video)
Not getting paid to move into small cap stocks (5- minute video)
Rotation out of big tech while needed will be short term (4-minute video)
With economy slowing Fed is late to cut rates (5-minute video)
AI to see a trillion capital expenditure over the next year (3-minute video)
Rates need to fall to stave off regional bank problems (5-minute video)
Remain with equities until job loss show meaningful jump (4-minute video)
Historical unemployment measure suggests recession risk rising (6-minute video)
Trim tech and move into energy (4-minute video)
AI making leading tech stocks much stronger (6-minute video)
Bull case still better than bear case (3 minute video)
Fed cut likely launch point for small cap stocks (4-minute video)
S&P 500 around 5200 likely to be high for the year (4 minute video)
CapEx surge means significant cost efficiencies ahead (4 minute video)
March sentiment readings suggest economy slowing (3 minute video)
Recession not off table for 2024 (5 minute video)
Emerging markets looks poised to out outperform (5 minute video)
Fed is handcuffed as it can’t lower rates or raise rates (4-minute video)
Now is the time to protect one’s capital (5-minute video)
Bond yields topping out as stocks are now broadening out(3-minute video)
Lots of people afraid and under invested in stocks (4-minute video)
Fed hinting at immediate rate cuts ahead is premature (6-minute video)
Higher earnings will be more jobs related than inflation related (3-minute video)
Key in 2024 is whether inflation declines or stays stubbornly high (3-minute video)
New year’s economy will be sluggish with growth of 1% (5-minute video)
Expect a mild recession in 2024 with brief 10-15% stock dip (4-minute video)
First rate cut could come as early as March (4-minute video)
Soft landing is a historically improvable event (3-minute video)
Q3 bounce in GDP was an aberration (4-minute video)
Fed still needs to push rates higher (5-minute video)
Soft landing scenario looking more likely (5-minute video)
May be time to lighten up on stocks (4-minute video)
Recession only starts after the Fed finishes rate hiking (4-minute video)
Bottom half of consumers already are hurting (4-minute video)
Unemployment measurement in warning territory (3-minute video)
Leading sectors are starting to stall and rollover (4-minute video)
Bonds signaling weaker economy ahead (5 minute video)
Buy the stock correction if employment level stays firm (4 minute video)
Bond King expecting recession in early 2024 (6 minute video)
USA appears to quickly be approaching its borrowing limits (4 minute video)
As rates peak at year end, history says it’s time to buy stocks (4 minute video)
Look for equities to hang in and produce 8% to 10% return in 2024 (4 minute video)
World becoming reluctant to finance long term USA debt (4 minute video)
The math says it’s a very expensive stock market (6-minute video)
Market sentiment catching up with negative indicators (4-minute video)
Fed still struggling to lower core inflation rate (4-minute video)
Still expecting recession starting by year end (5-minute video)
Fed more likely to raise rather than cut rates in balance of 2023 (4-minute video)
China is major threat to economic stability (12-minute video)