Inflation Is The New Investment Theme

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6263850/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

And Inflation means Higher Interest Rates

But wait there’s another side to this coin.

Uncle Sam’s need for cash

Newell Brands reports earnings.

Big repurchase order by Applied Materials

Check out this episode!

Is This Anyway To Run A Company? A Look At Fannie Mae

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6261141/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

Government Mandates Gone Wrong

$6.7 Billion in Stock Buybacks announced yesterday.

Unemployment expected to show slight gain.

Check out this episode!

Fed Chair Powell Outlines Policy

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6256252/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

Jay Powell calls for more Normal Interest Rates and Fed Balance Sheet.

Wall Street Hedges on CPI Report

Are business Travelers Back?

Check out this episode!

Why Many Buyback Programs Couldn’t Buy During The Crash

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6252345/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

$88 Billion Announced To Come Into The Market

Imagine the frustration, when you can’t buy your own stock.

Important CPI Report Wednesday

Check out this episode!

Markets React To Changing Financial Conditions

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6246387/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

Stocks worried about increased financial leverage.

Companies have nearly twice the debt of 9 years ago.

Treasury Budget Report

Lowes reports earnings

 

Check out this episode!

Jerome Powell’s First Week On The Job

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6240370/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

The Fed must reassure investors that their plan to raise rates is the right one.

German and Japan continue stimulus, US does not.

Today: Whole Sale Trade Inventories

Check out this episode!

Fed Speak

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6236145/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

Yellen the Critic

Evans the Policy Maker

Wells Fargo Downgrade

Wynn Resigns

 

Check out this episode!

Robo Investing

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6231343/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

One of the largest new class of investing is Indexing

US Trade Deficit comes in a record.

 

Check out this episode!

It’s The Missing Yield

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6227475/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

How The Federal Reserve Has Remove The Traditional Hedge

The Strange Case Of Wells Fargo Bank

Chipotle Earnings Up Today

 

Check out this episode!

Is Good News…Bad?

[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/6220837/height/100/width/480/thumbnail/yes/render-playlist/no/theme/standard/tdest_id/608773″ height=”100″ width=”480″ scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen]

Atlanta Fed GDP Now Projects 5.4% Growth

Would Mean Goodbye Low Interest Rates

The Fed Goes After Wells Fargo’s Board of Directors

 

Check out this episode!