It was our intent to post a podcast today, but my travel schedule has intervened, and both Russ and I want to crunch key data that has just been posted, and additional data that will be posted tonight. As a…
General News and Views
Schedule Note
by Lee Adler • • Comments Off on Schedule Note
Russ Winter is feeling better and will be able to rejoin us on Wednesday. He’s in Berlin today for his visa and is not available for a podcast. So that you can hear the latest from him, the podcast will…
We’ve Seen This Movie Three Times In This Century – David Stockman
by Lee Adler • • Comments Off on We’ve Seen This Movie Three Times In This Century – David Stockman
Leading Fed critic, former Reagan Administration Budget Director and author of the best selling book The Great Deformation: The Corruption of Capitalism in America, David Stockman tells Lindsay Williams that we have seen this act before. Stocks are in the…
Schedule Note
by Lee Adler • • Comments Off on Schedule Note
Russ Winter has made it to Prague and is recovering from jetlag. We intend to record a podcast on Tuesday morning New York time to be posted shortly after. See you then!
Lindsay Williams Interviews Lee Adler for Fine Business Radio – South Africa
by Lee Adler • • Comments Off on Lindsay Williams Interviews Lee Adler for Fine Business Radio – South Africa
On Monday morning July 1, CNBC Africa’s Lindsay Williams interviewed Lee Adler of the Wall Street Examiner on Lindsay’s nightly radio show from Cape Town, Fine Business Radio. We chatted about where central bank rigging of the US stock market would lead and where the market might…
New Hedge-Fund Landlords Learning the Price of Hubris – Free Russ Winter Podcast
by Lee Adler • • Comments Off on New Hedge-Fund Landlords Learning the Price of Hubris – Free Russ Winter Podcast
This was intended for Thursday but is going up now. I will have a podcast for tomorrow posted. Jobs tend to be a lagging indicator but the dye is cast, make no mistake about it: layoffs on are the way (see chart below). Much of this has been obscured so far by pre-election Obamanomics: essentially throwing government resources and […]
Wedge Between Poor Fundmentals and Market Prices Starting to Close – Free Russ Winter Podcast
by Lee Adler • • Comments Off on Wedge Between Poor Fundmentals and Market Prices Starting to Close – Free Russ Winter Podcast
“Artificially low rates are not good for anybody,” – BB&T CFO Daryl Bible Two and a half minute podcast: wedge developing between poor fundamentals, market prices and central effects. MIT online inflation survey out for month September showing steeply sloped. Recall in chart 2 the pattern of prior QE rounds on real hourly earnings as inflation robs their […]
The Gasoline, Distillate and Corn Cliffs- Free Russ Winter Podcast
by Lee Adler • • Comments Off on The Gasoline, Distillate and Corn Cliffs- Free Russ Winter Podcast
Three minute podcast on this topic. This is a particularly dicey time for new moon (this weekend) action over Iran, or for Turkey going seriously over the border into Syria. The reason, although California is stressed on gasoline supply, don’t rule out the East Coast. A national gasoline panic seems likely if inventories drop to […]
Watching High Frequency Economic Data – Free Russ Winter Podcast
by Lee Adler • • Comments Off on Watching High Frequency Economic Data – Free Russ Winter Podcast
Three minute podcast, on today’s topics. More insane consumer behavior is being reported. Look at those student loans. Now we know where the device money comes from. August Consumer Credit rises $18.1B vs. expectations of $7.25B, prior -$2.45B (revised from -$3.3). Revolving loans up $4.3B, non-revolving (student loans) up $13.9. On percentage terms outstanding credit rose […]
Economy, Employment and the Permanent Fiscal Cliff – Free Russ Winter Podcast
by Lee Adler • • Comments Off on Economy, Employment and the Permanent Fiscal Cliff – Free Russ Winter Podcast
Four and a half minute podcast available on this topic. A Reuters article covered various trends now taking place on the so called fiscal cliff (correct term should be permanent cliff- David Stockman’s term). A survey, by Deloitte, found that chief financial officers’ view of business prospects had darkened in the current quarter. Some 80 percent of U.S. CFOs […]