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The Transcript 02.22.21

The Transcript 02.22.21

Vaccines continue to be administered and supply will likely open up, even more, starting in April. Consumers have been dreaming of a return to normal and we appear to be…

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The Transcript 02.15.2020

The Transcript 02.15.2020

Animal spirits are driving momentum across the economy, especially in capital markets. There's hundreds of billions of dollars waiting to be invested via vehicles like SPACs. Valuations are extreme, yet…

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The Transcript 02.01.20

The Transcript 02.01.20

Markets went haywire last week thanks (so the story goes) to some retail traders in a Reddit forum led by a man named Roaring Kitty.  It was hard to pay…

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The Transcript 01.25.21

The Transcript 01.25.21

Succinct Summary: The US got a new President last week, and the new administration is pledging more stimulus.  The economy continues to chug along though and there are signs of…

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