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Some Jackass For Your Easter Basket

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It's a holiday weekend so you know what that means....

It has been since late 2020 that we've checked in with our old pal, The Golden Jackass himself, Jim Willie. Never one to mince words or shy away from telling you what he really thinks, it's always a treat to hear from Jim and he doesn't disappoint today.

Over the course of this abbreviated call, I asked Jim to primarily focus on two subjects:

  • the state of the US bond market
  • the eventual "Big Reset"

And if you think that this is all Jim talked about for 45 minutes...well, you clearly haven't listened to one of these holiday podcasts before!

So sit back and enjoy the ride. The Jackass provides his own unique brand of analysis and it's not for everyone, I suppose. However, if you think it's for you, please do not hesitate to visit the Golden Jackass website to learn more about his services.

Thanks again to Jim for his time today. I can't help but wonder what we'll discuss and how the world will look by the time we get together again for the US 4th of July holiday...

TF

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Key Economic Events Week of 9/25

9/26 8:30 ET New Home Sales
9/26 9:00 ET Case-Shiller home prices
9/26 10:00 ET Consumer Confidence
9/26 1:30 ET Goon Bowman
9/27 8:30 ET Durable Goods
9/28 8:30 ET Q2 GDP final guess
9/28 1:00 ET Goon Cook
9/28 4:00 ET Chief Goon Powell
9/29 8:30 ET PCE and Core PCE
9/29 8:30 ET Personal Inc and Spend
9/29 10:00 ET UMich sentiment

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