The Care for My Wealth Show

September 25th, 2026

5%...isn't something supposed to break!  Not when you look at the cost of money though the correct lens. Become a supporter of this podcast: https://www.spreaker.com/pod

September 24th, 2026

MOVE Index Moved hard! Last time coincided with stock market bottoms...or close to it. BREADTH - sucks in the short term view. But zoom out and look at price! New highs

September 23rd, 2026

Metals - Gold & Silver don't like accelerating CPI data or risng 2YR rates Sentiment - AAII data says lots of investors are bearish...similar to what we saw in spring 20

September 22nd, 2026

YIELD CURVE - hammered down.  OIL - 10YR / OIL correlation highest since 1990. Iran dependent more than Fed. SEMICONDUCTORS - -13% discount to the S&P! Become a suppor

September 21st, 2026

AI spending is just beginning Transports looking sickly with $650+ diesel. Copper - rise continues as global growth is still...growing Become a supporter of this podca

September 17th, 2026

Fed - changed directions. Will history repeat like in Sept 2024 only in an inverse way? GDP - Atlanta Fed see 5.1%! Acceleration. That'd be best since Q4 2021. When com

September 16th, 2026

Fed Day! Hike is likely Oil Futures Curve - steep backwardation suggests oil settles down Global debt - socialist style governments are paying the price Become a suppo

September 15th 2026

Postioning - still looks like people are not hiding Short term risks - CTAs Gold - does not like high rates. But gold NOT ripping is NOT a signal that stocks are in tro

September 14th, 2026

Bonds - failing to provide diversification from stock moves Rates - not stopping yet! VIX - Ready to fail at trend?! Become a supporter of this podcast: https://www.sp

September 11th, 2026

Is this bubble good? Have we seen anything like this before? Yes! Dr Copper saying global growth is just fine Rates - Fed meets next week and even though markets are bett

September 10th, 2026

Risks Rising? Volatility waking up? Japan - rates and Yen keep rising. Yes carry trade risks Oil...still moving on momentum. $108 strong resistance Become a supporter of

September 9th, 2026

1.) US DOLLAR = Weak...no flight to safety, no rate hike 2.) SENTIMENT - no euphoria. AAII Bull ratio looks constructive 3.) OIL- Tankers moving thru the Strait? Become

September 8th, 2026

Debt - NOT a fleeing from US debt. This is a repricing of soverign solvency risk Oil - probably headed higher as WTI, Brent breakouts...now Shanghai futures above Brent.

September 3rd, 2026

Debt - NOT a fleeing from US debt. This is a repricing of soverign solvency risk Oil - probably headed higher as WTI, Brent breakouts...now Shanghai futures above Brent.

September 2nd, 2026

POSITIONING in markets is what matters. You see euphoria? Nope Rates - rising everywhere..not just in US. Inflation AND growth tend to come hand in hand. GDP - Atlanta Fe

September 1st, 2026

Be a contrarian...you'll live longer Too many shorts in the system to see a -10% correction Valuations - market is NOT expensive Become a supporter of this podcast: http

August 31 2026

Yields - saying something...just not what they have been Bonds NOT doing their job Bitcoin...getting closer to that bear market bottom Become a supporter of this podcast

August 27th, 2026

credit spreads saying everything is ok US Dollar still in a downward bias confirming everything is still ok KOSPI - South Korea - telling us that demand is still good. B

August 26th, 2026

No euphoria in this market Housing repricing? Median prices dropping. Oil...probably see a bit of a move up here. Become a supporter of this podcast: https://www.spreake

August 25th, 2026

Gold - buy those dips! Inflate or DIE! You know what governments will do. Earnings estimates look just fine. Become a supporter of this podcast: https://www.spreaker.com