I recap today’s market move, talk about the silver shortage and why prices have not responded, discuss real economic data vs nominal, GameStop and amc and whether it’s retail or the big boys, and my thoughts on how the upcoming increases in wages will lead to an inflationary spiral. Thanks for listening.
Oct 2023
EPPY 101: A Castle Made of Sand.
On the pod: A recap of NFP, why financials matter, yields, THE BOJ, and a flashback to October 13 last year and why it may be different this year. Get ready for CPI on Thursday. Thank you for listening!
28m 36s