The new Trump Administration has wasted no time deploying its ambitious and disruptive economic policies.Tax cuts, aggressive trade re-negotiations, de-regulation, DOGE-driven cost reductions -- a po…
An hour ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) but slowing the pace of its Quantitative Tighteni…
Well, the Spring Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who pres…
Macro analyst Stephanie Pomboy and I just concluded our bi-weekly live show.This week, Stephanie focused on recession risk and the mental gymnastics many go through to avoid addressing it.Not only ar…
After four weeks of relentless selling, the charter of the stock market has changed.While a short-term bounce is likely here, sentiment is now damaged.It will be harder for the market to race back to…
After a pummeling few weeks over which the stocks lost $trillions in market cap, Friday saw a big rally and the reversal of a number of technical indicators.Does this mean the bottom is in? At least,…
As mentioned many times on this program, stocks entered the year trading at or near record-high valuation extremes.When stocks are at such overbought extremes, short-sellers smell opportunity. They'v…
Gold has experienced a major upwards repricing in recent years.It's up nearly $1,000/oz over the past two years.And in just the past year alone, it's up 35%, handily outperforming the S&P's return of…
From tariffs to tax cuts to de-regulation to budget reductions to a potential sovereign wealth fund, the new Trump administration is moving aggressively to redesign the way America finances itself.Ar…
Stocks have had a rough week, declining through mid-day Friday until finally bouncing in the last few hours.Is the bottom in?It could be, says portfolio manager Lance Roberts. The downward price acti…
There's a lot of urgency right now in America to reduce the fiscal deficit via the new D.O.G.E and also to reduce its trade deficit via the threat of tariffs.Both initiatives are creating a lot of di…
When today's guest was last on this program back in December, he warned that after blockbuster double-digit returns in 2023 and 2024, stocks were likely to have a tougher time this year.Well, so far,…
Our bi-weekly ‘Macro Monday Mornings’ with Stephanie Pomboy resumed today.We discussed the mounting signs of economic slowdown, as well as the continued ‘stickiness’ of inflation.Will the rest of 202…
There can be little doubt we're at a material juncture: Deficit spending and the resulting pile of debts and other sovereign liabilities are starting to place real limits on our economic prosperity. …
This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to restore confidence in investors.But then…
The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a result.Today’s guest predicts that for many reas…
Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash …
GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdfWhen today's guest was last on this pro…
"It's almost a guaranteed setup for a mean-reverting event"That's how portfolio manager Lance Roberts views the extremely-rosy earnings estimates currently forecasted for 2025 are.In his estimation, …
The financial advisors from New Harbor Financial explain why the odds favor higher stock prices from here in the near term, to new all-time highs.They also discuss the prospects for gold & the gold m…
00:58:21 |
Thu 20 Feb 2025
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