The Worry List Is Long and Stocks Keep Going Up

The Worry List Is Long and Stocks Keep Going Up

Long rates hit their highest level since 2007, the national debt topped $40 trillion, and Treasury Secretary Scott Bessent announced he's doubling long-dated bond buybacks. Karl breaks down what that move actually is (hint: it isn't QE), why it looks a lot like 2011's Operation Twist, and why the 10-year is higher now than before the announcement. Plus: gold's rebound, Bitcoin's big week, and why earnings growth is the one thing holding this market up. He closes with a reminder that risk management still matters, even when it feels unnecessary.

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Jaksot(357)

Tokenization: Do You Actually Own the Stock?

Tokenization: Do You Actually Own the Stock?

You bought a share of stock last week. Where is it right now? Not in a drawer. Not in a safe deposit box. It's a line in a database somewhere, and most of us couldn't name the entity keeping it. There...

10 Loka 24min

The Market's Next MOVE

The Market's Next MOVE

The stock market is sitting near a record high, so why doesn't it feel that way? This week, a weak jobs report and a cooler inflation number changed the conversation about the Fed, and something stran...

3 Loka 23min

Money Isn't Free Anymore. Plan Like It.

Money Isn't Free Anymore. Plan Like It.

The Fed just raised rates for the first time since 2023, but that's only half the story. Karl explains why mortgage rates are climbing even faster than the Fed is moving, what the Treasury is doing to...

26 Syys 21min

Why Did the Fed Change Its Mind?

Why Did the Fed Change Its Mind?

A year ago the Fed was cutting rates. This week it raised them. So is inflation real, or is it just oil? Karl digs into the Fed's credibility, why stocks have often shrugged off the first rate hike, a...

19 Syys 33min

If $5,000 Is Good, Why Not $50,000? What History Says About Government Checks

If $5,000 Is Good, Why Not $50,000? What History Says About Government Checks

A $5,000 check for every American adult sounds great. So why not $50,000? Why not a million? The proposed "Trump Dividend" has put government checks back in the headlines. Karl Eggerss looks at what h...

12 Syys 29min

History of Money Series: When the Fed Took Rates to 20%

History of Money Series: When the Fed Took Rates to 20%

In the early 1980s, homebuilders started mailing two by fours to the Federal Reserve. Car dealers mailed in keys to cars nobody could finance. Farmers drove their tractors to Washington and parked the...

5 Syys 24min

This Isn't 2008: What Wall Street Is Actually Building Around AI Debt

This Isn't 2008: What Wall Street Is Actually Building Around AI Debt

A post was written on the internet this week warning that Wall Street is quietly building the same kind of products that blew up the housing market in 2008. It had real numbers in it. It was a scary p...

29 Elo 24min

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