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After a fabulous day where the dow gained 240 points, s p advanced. 82 and nasdaq climbed. 90 i got to go there. I got to explain these universes. There is a universe with a booming economy then there is a universe with a faltering economy. One of them is a fantasy the other may be reality but occasionally they bleed into each other we can go everyone freaking out about a possible recession the market was down gigantically since then, though, we got a spade of incredibly positive earnings reports from a gigantic retailer like walmart, home depot, and now target and lowes so which universe is r...

Else is worrying about the flip side of this is also true, there is no point in getting excited about something that everybody else is eagerly anticipating why . Because when the vast majority of investors agree something will happen, that tends to be priced into the stock market the real economy moves at its pace, you got to borrow money to build that equipment and use that to manufacture goods and transport them to retail outlets and wait for the customer to come along and buy them. The stock market has no such limitations. Stocks dont travel at the speed of light well, how about the speed o...

Socalled macrow and listen to individual companies on a day the dow slid, s p lost. 79 and nasdaq shed 6. 8 because treasury yields cantonu to sink and the president terrified the market you dont know the term terrified . You better get used to it. Others were focused on tariffied, i was focus on home depot because when im trying to take the pulse, home depot gives me a better read from the bond market or any talking people on tv home depot has all sorts of insights you cant get from staring at the yield curve and right now the spot says the consumer all systems go. After list piening to the b...

Shape as i keep saying, then how the heck can i keep calling for a rate cut i dont need a rate cut. On a day when the dow gained 50 points, the nasdaq dipped 3. 6 , i think this is an important question especially given the feds yearly jackson hole con fab getting Coverage Today and tomorrow on our network. As the consumer well, lets just say, what do we know about the consumer consumer shops at watch, which is my acronym for walmart, amazon, target, costco, and home depot. What do we know about the consumer at these stores doing quite well we know the Unemployment Rate is at its lowest level ...

Very clear to me i hope its clear to you that selling into the teeth of the sell off early this week was a big mistake. I said so at the time and im saying it again because it is that important in fact, tonight i want to go one step further and immunize you against false fears, thats right, false fears that cause so many people to panic over the past few days. I have to go back to history i think it was an f. D. R. Moment where the only thing you had to fear was fear itself so many of these worries were totally groundless those fears set up the situation we havent seen since the many bear mark...