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Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for traders looking for concise timely market analysis. This is where Graham really cuts loose with his insights, distilling current events and macro developments as only he can.
20 Episodes
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The Fed has abandoned its "higher for longer" narrative and is now talking about cutting rates three if not four times in 2024. There are several reasons for the Fed to do this. Some are HIGHLY questionable. Others are valid. But regardless the Fed Pivot will have a dramatic effect on risk assets going forward.This week we delve into all of this as well as a history of Fed interventions... as well as why the S&P 500 will hit 5,000 before the end of 1Q24.Thanks for listening! Follow us on Twitter and Instagram.
Bonds are telling us that the Fed is done raising rates. The yield on the 2-Year U.S. Treasury peaked in early October and has since fallen from 5.2% to 4.8%. Interest rates are at 5.5%, so the bond market is not only telling us that the Fed is done raising rates, but that the Fed will have cut rates by two or three times in the next two years.This has ignited one of the best single month returns for stocks in 30 years. This week we delve into where stocks go from here and why.Thanks for listening! Follow us on Twitter and Instagram.
Bonds continue to break down in anticipation of the U.S. Treasury's Quarterly Refunding Announcement due out next week. We are now getting to the point at which a panic could hit bonds, which would trigger an aggressive drop in stocks. This week we delve into these issues as well as what's happening in gold and oil.Thanks for listening! Follow us on Twitter and Instagram.
War has broken out in the Middle East... and everyone has an "expert" opinion on it. We're staying in our lane this week and focusing on the markets, specifically, what bonds are telling us about the potential for a full-scale crisis. We also break down the framework we've developed for trading the markets over the last 20 years... and why it works as opposed to the "rules based" trading that you can learn from a book.Thanks for listening! Follow us on Twitter and Instagram.
Treasury yields continue to spike. Regional banks are breaking down. Bank of America is back at the March 2023 lows. Is a bank crisis about to hit? And what does this mean for the broader stock market.Thanks for listening! Follow us on Twitter and Instagram.
This week, Graham Summers, MBA delves into the stock market framework he's developed over the last 20 years of its career. He also explains why stocks are finally dropping, where this leg down will end, and what to do about it.Thanks for listening! Follow us on Twitter and Instagram.
Bonds yields are back at the highs, but stocks are refusing to break down. This week we delve into why this is happening, as well as why the U.S. economy refuses to enter a recession despite the fact inflation remains a major problem. We also spend time analyzing the stock market on a relative basis to bonds and cash, as well as our thoughts on oil and gold.Thanks for listening! Follow us on Twitter and Instagram.
Stocks have broken out to new highs, but there are signs that inflation, as measured by CPI might in fact be bottoming right now. Moreover, the bond market is finally waking up to the fact the Fed will need to keep rates higher for longer, which will ultimately have a profound impact on asset prices going forward.This week we delve into all of these issues as well as what they mean for the markets. Thanks for listening! Follow us on Twitter and Instagram.
The Fed has announced it is pausing its rate hikes at a time when there is clearly too much froth in the system and core inflation remains at 5%. This week we delve into what this means for stocks and other risk assets. We also assess whether the U.K. is about to trigger a new debt crisis. Thanks for listening! Follow us on Twitter and Instagram.
This week we assess one of the most important aspects of investing: being wrong and losing money. In an industry in which no one openly admits their mistakes and everyone pretends to have a 100% success rate, this is the ULTIMATE Guru Taboo.We also assess the ongoing battle between the Fed and the Federal Government when it comes to spending/ inflation, why the economy continue to grow, whether or not stocks have indeed bottomed, and where risk assets go from here. Buckle up, this is not your usual guru podcast.Thanks for listening! Follow us on Twitter and Instagram.
Ignore what the media is telling you, the debt deal opens the door to even more spending; $6 trillion, to be specific. In this week's episode we delve into the impact this would have on inflation, the economy, the stock market and more.Thanks for listening! Follow us on Twitter and Instagram.
The U.S. will hit its debt ceiling some time in the next 60 days. Stocks are ignoring this and other significant risks. Meanwhile, large divergences are forming "beneath the surface" in the markets. This week we delve into all of these issues in great detail.Thanks for listening! Follow us on Twitter and Instagram.
Thus far in 2023, banks with a combined $532 BILLION in assets have failed in the U.S.. And yet, the S&P 500 remains near its highs year to date. We delve into the big picture for the markets and why stocks are stuck in a range... for now.Thanks for listening! Follow us on Twitter and Instagram.
The financial system is in the grips of two major macro forces. How this plays out will decide which framework investors will need to use. And once again the "Death of the U.S. Dollar" narrative is taking hold of the investment community. Is the great U.S. Dollar crisis finally here?Thanks for listening! Follow us on Twitter and Instagram.
This week Graham does a deep dive into the "smart money" asset class: bonds. Graham outlines how the bond market works, why it's extremely important for understanding the economy, and what it's saying about buying stocks today. Thanks for listening! Follow us on Twitter and Instagram.
Stocks rallied hard to end the quarter. Is the bear market over? Or is this the result of some short-term developments that will be ending soon? Graham dives deep into the macro picture covering stocks, bonds, gold, and oil.Thanks for listening! Follow us on Twitter and Instagram.
The Fed is adamant that everything is fine in the financial system. But its actions don't support this claim: the Fed has expanded its balance sheet by over $400 billion in just two weeks while also opening currency swap lines with other central banks. In this episode, Graham Summers, MBA breaks down the real reason he thinks the Fed is freaking out.Gains, Pains & CapitalFREE daily market commentary written by Graham Summers, MBA. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Thanks for listening! Follow us on Twitter and Instagram.
Banks have been dealt a 1-2 punch by inflation. The Fed/ Treasury have moved to calm things. But for the first time in 40+ years, the Fed is truly cornered as far as monetary policy is concerned. Thanks for listening! Follow us on Twitter and Instagram.
Bonds have been SCREAMING that trouble was coming for weeks now. As usual stocks are last to "get it." Why the stock market is finally waking up to reality and why Silicon Valley Bank is the match that lit the fuse.Gains, Pains & CapitalFREE daily market commentary written by Graham Summers, MBA. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Thanks for listening! Follow us on Twitter and Instagram.
An introduction to Bulls Bears and BS, a weekly investment broadcast hosted by Graham Summers, MBA.Originally published only to private clients, Bulls Bears and BS is being made available to the general public for the first time ever. As an introduction to his work and investing framework, Graham is going to be working through the contents of his best-selling book The Everything Bubble: the Endgame For Central Bank Policy, providing insights that didn't make it past the editing phase, and further fleshing out his expert understanding of how the global financial system and stock markets really work. Thanks for listening! Follow us on Twitter and Instagram.
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