Conference Calls
Making Money in 2022
May 23, 2022
A replay of our May 26 conference call.
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Q1 Earnings Update – Are Forward Projections Too Optimistic?
May 23, 2022
With Q1 2022 earnings season underway, we check in on expectations. Revenue and earnings growth expectations have accelerated in recent weeks and company guidance has shifted back to positive, contrary to most investors' expectations for the next several quarters.
Newsclips
Quick Comments/What We’re Reading
May 23, 2022
Today's topics include Fed profitability, bearish sentiment, more on the Fed put, wealth destruction, an eye on shadow banks, electricity prices, target date funds' exposure to stocks, work from home, and tradfi uses blockchain smart contracts
Newsclips
Cartoons
May 23, 2022
Newsclips
Quick Comments/What We’re Reading
May 20, 2022
Today's topics include recession fears and capitulation, UK cost of living soars, outflows everywhere, CEOs expecting recession, the supply chain's new normal, recession signs showing up, subprime borrowers are late, stagflation, the story of retailers earnings, China cuts, Japan's inflation, and meat is not getting cheaper
Newsclips
Cartoons
May 20, 2022
Charts of the Week
Money Supply Outside U.S. Shrinking
May 20, 2022
Outside the U.S., the world's money supply is already shrinking.
Charts of the Week
The Treasury’s Interest Costs
May 20, 2022
How much have higher yields affected the Treasury's interest expenses?
Charts of the Week
Looking at Economic Strength
May 20, 2022
We check in with some economic strength indices to measure where we are now versus one-year averages.
Charts of the Week
A COVID Update
May 20, 2022
The United States is the only place in the world where case counts are rising.
Charts of the Week
Have Central Banks’ Balance Sheets Peaked?
May 20, 2022
Updating the changes in central banks' balance sheets
Charts of the Week
Updating Markets’ Rate Hike Expectations
May 20, 2022
The speed at which the Fed is able to destroy wealth and demand via rate hikes and QT will play a large part in determining how fast inflation comes down. How far would stocks have to drop for the Fed to blink?