Ep. 17A - Medicare for Dopes + The Brexit Extension
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So another day and another “FREE” socialist program: Medicare for All. Don’t worry, the Dems don’t know how they’re going to pay for it, but we’re sure everything will be just fine. Across the pond, are they kicking the can down the road just like the US does?
An examination of the US/China trade talks. There is seemingly light at the end of the tunnel. Questions still remain as to the particulars of the deal and will China make good on their word? We discuss…
It’s like deja vu all over again. Despite the economic news, these markets just continue in one direction: UP! What’s going on here and what should we keep our eyes on? We discuss…
Ep. 14B - The Global Economy: The Numbers Ain't Good
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As we make our way through February, more and more economic data is showing that there is truth to a slowing global economy. The question remains: how serious and for how long? While we don’t have a crystal ball, we do have common sense and the picture isn’t pretty.
Going across the pond we want to take a look at the current state of the Brexit negotiations, or lack thereof. We also take a look at rising populism the world over with a focus on the French Yellow Vests and their discontent with French and EU bureaucrats.
Ep. 13B - Fed Minutes: Are We Running Out of Ammunition?
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The Fed released their minutes from their January meeting. As expected, they’ll continue their wait-and-see approach with regards to the data. Should they embark later in the year on another round of QE, will it be effective? We discuss…
Big moves today in the precious metals markets. Is this a sign of further strength in the yellow metal? Is this a flight to safety or more of a question of dollar strength and/or supply/demand. Additionally, we continue our talk on 2019 market risks.
Ep. 11B - Bad News is Good News + 2019 Market Risks
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There just doesn’t seem to be any bad news to knock this market from its upward trajectory. As soon as something negative hits the wires: just tweet or send out a government official and say US/China Trade talks are going well – and poof! just like magic, the markets will march onward and higher.
Ep. 10B - Market Risks for 2019 + A Stock Market in Oz
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We continue our discussion on some of the largest risks facing the global markets in 2019. In what can only be described as a market in Oz, the US markets continued their ascent despite recently released data that points to a not-so-rosy picture ahead.
Ep. 9B - Retail Sales Decline: More Bad News to Come?
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Markets dropped on the back of a weaker than expected retail sales report. One in which declines were last seen during the Great Recession. This follows a record of 90+ days past due on auto loans. How strong is the US consumer truly? We discuss…