The Disciplined Investor

Inflation – Maybe Stagflation? Surging unprofitable stocks – a bit of déjà vu here AI fever rolls

A banking crisis brewing? Say it aint so Fed’s trying to talk down rate cuts – Powell on 60 Minutes

January is in the books – and the results are mixed. The Fed gives and takes away – No cuts on the

US Economy humming along – better than expected – but calls for rate cuts continue. Is this the Yea

And on that server farm there was a chip - Ai-Ai-O Guests John Pugliano and Danielle Dimartino Boot

CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and m

Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year

So many guests, such great insights - another year down and so much more ahead. Listen to  some of

Late day drop then next day pop. Blame it on option traders – they say... All about year end posit

And all of a sudden – a Pivot and a rally to boot! The 10 year treasury is now – sub 4%. Oil hit t

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about you

SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening. Yields and 

Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What's in Store for

Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative. Inflation holds – m

Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now? Analysts cu

How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as

Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowi

What exactly is AI and how is it transformational? Where are markets going and why does the Fed wan

Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Confli

The all important employment report and what happened after. Treasury Yields go parabolic as politi