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Sep 2021
1h 4m

Ticker Tape(r) Parade? [Ep. 108]

Jeff Snider
About this episode
Shadow money activity in July and negative interest rate swap spreads suggest a ticker tape(r) parade for the Fed is premature. Also, the US inventory cycle and 2022. 
Up next
Yesterday
Fallen Hedge Fund Just Confirmed the Next Financial Crisis
<p>Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get hammered, down by a third in roughly six weeks. What is going on here? The answe ... Show More
21m 23s
Nov 21
Holy Sh*t! Walmart Just Revealed the Dire State of the Economy
<p>After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and Home Depot’s losses are Walmart’s gains. And its strength came from all income brackets, though high-income Americans are ... Show More
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Nov 20
Home Depot Just Confirmed What NO ONE Wants to Admit About the Economy
<p>While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ Maxx, Bitcoin and the surprising Fed minutes that has a lot to say about the status of December's rate cut.</p><p>Bloo ... Show More
24m 45s
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