In this episode: Where’s Frank? [0:58] Investors are buying the soft landing narrative [4:18] Why are bonds rallying after the Fed’s rate cut? [6:42] The government is propping up the markets [10:49] Gold and crypto are sounding an alarm for investors [16:35] The China rally was short-lived… [17:24] The port strike is over… for now [21:25] Did you …

Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle East conflict intensifies. China and Emerging Markets on Fire – breaking out from long base. This week’s guest – Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on Octo…

In this episode: A remarkable experience talking with our investors [1:10] The VP debate brought back old-school politics [8:06] Why didn’t moderators ask about these topics? [9:41] What run-away deficits mean for the market [15:50] Breaking down the U.S. port strike [17:37] Two catalysts poised to send stocks higher [32:47] Is Nike a buy after its…

China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of the quarter. Metals, including copper get a boost. And out Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has g…

In this episode: From hurricanes to Diddy… the world is a crazy place [0:36] Nearly everything is at all-time highs [5:18] Why JPMorgan likes commercial real estate right now [9:23] The market isn't as expensive as you think [12:00] Are we facing a repeat of 2008? [15:22] Is it time to invest in China after its stimulus package? [23:14] Why GM and …

Rate cuts are sparking excitement. Market playbook resetting to lower rate outlook. Tech spitting and sputtering. Oil gets a lift after crashing though key support. And our guest this week is Steve Sanders – EVP at Interactive Brokers Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capaci…

In this episode: Welcome Ed Karr, founder of U.S. Gold Corp. [4:13] Gold miners are printing cash at current gold prices [9:36] How gold mining is similar to Big Pharma [11:05] How long it takes to build a gold mine in the U.S. [13:11] The three phases of a gold bull market (we're in Phase 1) [17:02] These events could send gold prices plummeting […

Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of…

In this episode: Never forget… Remembering 9/11 [0:31] Takeaways from last night's presidential debate [2:47] This stock's movement proves who won the debate [5:10] How ABC embarrassed itself [8:20] Were any voters swayed by the debate? [14:26] Why markets are bouncing around following the debate [18:05] How much the Fed should cut rates by next we…

September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – H…

In this episode: When it pays to be a contrarian [1:26] Why the manufacturing slowdown is actually a positive [5:11] A rant about retail "shrink" [8:08] Is NVDA a monopoly? [10:23] Proof AI is not in a bubble [14:17] NVDA is a better buy than MSFT or AAPL [19:40] This Friday’s job data is critical for the Fed [20:17] An alternative to stocks for ne…

How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s outlook moves markets – predictable And our guest – Brian Dress from Left Brain Wealth Management Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio o…