Stocks

122.2 Commodity Prices Are Telling Us This... ———Ep 122.2 Summary———We review palladium, copper and iron ore - all metals and minerals that peaked in value in May (lumber too). Some commodities continue to rise in value, specifically energy. How do we reconcile the deflationary/disinflationary former to the inflationary latter? Also, US auto sales. ———Sponsor———Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) [...]

122.1 US Dollar Outgains All! (...except for one??) ———Ep 122.1 Summary———The US dollar is rising in value against a collection of currencies (except one). It's disconfirming evidence of sustainable economic recovery; it implies strained USD-funding. And there's still that one key, stable currency - unusually stable; suspiciously stable.———Sponsor———Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the latest essays, blog posts, [...]

115.3 Seven Warning Signs to Watch in Debt Ceiling Drama ———Ep 115.3 Summary———Financial collateral is indispensable to the modern monetary system. Unfortunately the most pristine collateral, the US Treasury Bill, is in short supply because of the political debt ceiling drama. So, we identify seven warning indicators for acute collateral shortage. ———Sponsor———Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading the [...]

115.2 US Treasury Bonds lose value each Autumn - Why?———Ep 115.2 Summary———Since 2011, the US Treasury 10-year bond peaks in value during the summer-to-autumn transition. Ignoring the economic context, whether positive or negative, bonds lose value. They lose value whether central banks are hawkish or dovish. Why? We offer five theories. ———Sponsor———Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) reading [...]

115.1 Why do US Treasury Bonds lose value 'every' August !?———Ep 115.1 Summary———US Treasury Bonds have lost a lot of value since August, and especially in the last weeks of September. Is it a taper tantrum? Are foreigners selling lousy Uncle Sam paper? Is it Armageddon (again)? No, this happens—incredibly—'every' August. But why?———Sponsor———Macropiece Theater with Alistair Cooke (i.e. Emil Kalinowski) [...]

108.3 The Inventory Cycle is Coming!! (or is it?) ———Ep 108.3 Summary———Will 2022-demand be strong enough to absorb 2021-supply surges? A review of the US inventory cycle and how global covid-related restrictions have convinced retailers, wholesalers and producers to surge goods orders. If demand isn't there, they will have over-ordered. ———See It——— Twitter: https://twitter.com/JeffSnider_AIPTwitter: https://twitter.com/EmilKalinowskiAlhambra YouTube: https://bit.ly/2Xp3royEmil YouTube: https://bit.ly/310yisLArt: https://davidparkins.com/ ———Hear It——— Vurbl: https://bit.ly/3rq4dPnApple: https://apple.co/3czMcWNDeezer: https://bit.ly/3ndoVPEiHeart: https://ihr.fm/31jq7cITuneIn: http://tun.in/pjT2ZCastro: https://bit.ly/30DMYzaGoogle: https://bit.ly/3e2Z48MSpotify: https://spoti.fi/3arP8mYPandora: https://pdora.co/2GQL3QgBreaker: https://bit.ly/2CpHAFOCastbox: https://bit.ly/3fJR5xQPodbean: https://bit.ly/2QpaDghStitcher: https://bit.ly/2C1M1GBPlayerFM: https://bit.ly/3piLtjVPodchaser: https://bit.ly/3oFCrwNPocketCast: https://pca.st/encarkdtSoundCloud: https://bit.ly/3l0yFfKListenNotes: https://bit.ly/38xY7pbAmazonMusic: https://amzn.to/2UpEk2PPodcastAddict: https://bit.ly/2V39Xjr ———Ep 108.3 Topics——— [...]