Sep 29, 2023
Kerry Lutz and James Locke discussed the current state of the market and the potential impact of rising interest rates, inflation, and other economic factors on investment strategies. They suggested that dividend-paying stocks and real estate may be good options for investors looking for a defensive posture. They also...
Sep 28, 2023
Kerry Lutz and David Wright discussed the recent decision by the Fed to not raise interest rates and its potential impact on the economy. They talked about concerns regarding the banking and financial sector, inflation, and the impact of rising gas prices. Wright suggested that shrinking the balance sheet is the best...
Sep 27, 2023
- Fed promises "higher for longer".
- 10-year Treasury broke 4.5% this morning.
- Oil heading towards $100
- Credit card losses are spiking and "excess savings" are now negative.
- Does all this guarantee a recession and equities bear market in 2024?
- Texas is adding buses to take illegal migrants to NYC and Chicago. We could...
Sep 26, 2023
Kerry Lutz and Eddie Yoon discussed various economic issues, including the student loan debt bubble and its impact on the economy, the potential long-term consequences of consumer debt, and the challenges facing the retail industry. They proposed solutions such as capping tuition, tying loan forgiveness to...
Sep 25, 2023
Matthew Johnson and Kerry Lutz discussed the uncertainty surrounding the Federal Reserve's decision to cut interest rates and its impact on the economy. They believe that low interest rates stimulate growth and that corporations are sitting on the sidelines due to high interest rates. They also discussed the...