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TFMR Podcast - Thursday, November 10


Now safely back at Turdfork, let's get it on with a podcast that details the whys and hows of today's huge drop in the POSX that sparked massive rallies in nearly all "risk assets".

What a day...what a long day! MrsF and I left Kaua'i at 12:30 am CST last evening, flew overnight and, after a lengthy connection and flight change, finally arrived back at Turdfork 14 hours later. So if I seem a little scatterbrained today, please take it easy on me.

Again, though, it was a great day after the CPI forced a mental reset on The Fed's rate hike expectations. This led to a sharp...

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Key Economic Events Week of 3/27

3/28 9:00 ET Case-Shiller home prices
3/28 10:00 ET Consumer Confidence
3/28 10:00 ET Vice Goon Barr on banks
3/29 10:00 ET Vice Goon Barr on banks
3/30 8:30 ET Q4 GDP second guess
3/30 12:45 ET Goon Collins
3/30 3:45 ET Mother
3/31 8:30 ET PCE and Core PCE
3/31 8:30 ET Personal Inc and Spend
3/31 3:00 ET Goon Williams

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