Peter Boockvar – What’s The Key Theme For Investors For The Rest Of 2023?
Peter Boockvar, CIO at Bleakley Advisory Group and Editor of The Boock Report, on Substack, joins us to filter through all the day to day noise for investors and focus on the key economic data and market moves. We discuss what to watch for the current earnings season, the theme of higher for longer for interest rates, recession fears being pushed back and the overall health of other countries compared to the US.
Click here to visit Peter’s Substack to keep up to date on his daily market and economic commentary.
bubba from around 18 minutes….glta
The intentional economic destruction that Bubba describes is exactly what FDR did on a massive scale yet the cannon-fodder-shit-for-brains masses still hail him as one of the country’s great leaders.
sheeple are brain dead……. Board of Education has done it’s job…..
I didn’t like the Movie Groundhog Day much less 18-19 months of real-life algos.
Punxsutawney Phil, childish diversions for people who refuse to grow up. Halloween is another one.
good one…. B
danger will robinson….volumes shrinking large on spy, qqq,aapl, msft ect…..i do not know if this is the sell…but i do know there are less participants to buy it up more…glta….
thanks larry…..
Just a note………from Bix….
The largest Silver mine in the world, Mexico’s Penasquito Mine, has been shut down for 2 months forcing it’s owner, Newmont Mining, to DEFAULT on Silver Deliveries and declare a “Force Majeure!”
A huge story by itself but the FACT that Newmont Mining chose to default on the forward delivery contracts instead of supplementing silver from other operations gives us a glimpse into just how scarce physical silver is!!
BUY! BUY! BUY!
I bet all the auto manufacturers are loving low commodity prices while they are geometrically expanding EV vehicles. Do they have to pay a commission to The Fed for price suppression or is it just another Transfer of Wealth program. Must be a Cabinet position for TOW.
Algos are having a tough time with Emo and Magna being up on the same day. Those are used to equalize my account.
It will be interesting how Emo and Magna do tomorrow … today was an embarrassment for the bots.
same/similiar discussion on his all important topic..glta…it is the question
https://www.financialsense.com/podcast/20645/market-neutral-keep-eye-exits-says-chris-puplava