Engaging webcast with Jason Trennert about distortions from QE. Financial engineering was more rewarded than capital investment. Click here for full interview: youtube.com/watch?v=Z3YYVq… #inflation #FederalReserve

Really loved our Markets Policy Partners webcast with Jason Trennert - youtube.com/watch?v=Z3YYVq… After decades of easy monetary policy and heavy fiscal spending, the bill is coming due... The trigger? Interest rates; high rates create an actual current cost to the profligate

With markets down in the past two days, get insights from Jason Trennert who explains the headwinds that financial markets face in our long form interview from last week here: youtube.com/watch?v=Z3YYVq…

Real personal income excluding government transfer payments rose to new all-time high in September

This week’s Fed Meeting is front and center for global markets, while this will be a key week of corporate earnings. Oil prices continue to fluctuate around the Middle East and US economic data remains resilient and the US finally elects a Speaker. marketspolicy.com/five-minute-ma…

1/23 EU CBDC In early October, I warned about a green light that the ECB might get to move to the next stage of testing towards the launch of an EU CBDC. The ECB did get the green light on Oct 18 and the ECB is proceeding towards a potential launch in the next four years.

Top 5 drivers of financial markets this week: 1) Fedspeak, 2) economic data showing comfortable slowing, 3) Earnings mixed confirming #2, 4) BOJ starting to address the weak Yen, 5) House Speaker resolution has not improved US Govt disfunction.

Fed messaging remains the driver of global risk markets while US data continues to cool. Q3 earnings season wraps up on a mixed note, while Japanese markets swing after BOJ decision and US government dysfunction persists. marketspolicy.com/five-minute-ma…

Ratio of Russell 2000 relative to S&P 500 has fallen to lowest since late 2001 [Past performance is no guarantee of future results]

It seems as though the markets now have too much holiday spirit to listen to the Fed Grinches this weekend, having been drinking deeply from the monetary punchbowl that Chair Powell just spiked.

We are hosting Ram Ahluwalia CFA, Lumida for a deep dive interview on Friday at 1:30pmET with Markets Policy Partners. DM us if you would like to listen in.

Chatting with Bob Dewey on non-consensus ideas, investment philosophy, Macro and micro at 1:30 PM ET today. Register here to tune in & ask your questions: us06web.zoom.us/webinar/regist…

Catch our interview at youtube.com/watch?v=19iU1d… with Ram Ahluwalia CFA, Lumida for some great insights!

What will be happening with #BitcoinETFs at 3pmET on Thursday??? Enthusiastic to be hosting James Seyffart and Matt Hougan from Bitwise on an X Spaces session. Will any ETFs be trading at a premium as some are predicting? Will Bitcoin be higher or lower?

Great session during an historic day in the anals of ETFs.

We hosted a webinar with Darius Dale yesterday. See his latest views with a deep dive into his process. youtube.com/watch?v=Cs3vah…

Join us at 2:30pmET Friday, Feb 23 for a deep dive into inflation data with Truflation CEO Stefan Rust. Learn the shortcoming of BLS inflation indices like CPI, PPI, PCE, etc and how Truflation can correct them. Register here: us06web.zoom.us/webinar/regist…

Just released our interview with Stefan Rust, CEO of Truflation. Excellent recap of the shortcomings of CPI as a measure of inflation and a new, accurate way to measure debasement of fiat currencies and inflation. youtube.com/watch?v=eEVoUk…

First posting... why "Prosperity"? open.substack.com/pub/robertdewe…