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Yankee Doodle Jackass


Our old pal, The Golden Jackass, stops by for his annual mid-year update.

If you've been around TFMR for any length of time, then you know that we like to bring on Jim Willie whenever we have an extended, U.S. market holiday weekend. Tuesday brings Independence Day but Monday is Canada Day so this means that things are going to be pretty quiet until Wednesday. As such, here's about 45 minutes of Jackass to help you kill the time.

The theme of this podcast is "numerous vectors". Jim is tracking about 12 or 13 different items/events that all seem to be converging in the near future. What are these issues? Well, you're just going to have to listen to find out.

You're also going to have to visit Jim's website if you're looking for more detailed analysis from him. In the meantime, many thanks to Jim for his friendship over the years and for all of the hours he has spent here at TFMR, bringing to light items we otherwise might have missed.

Have a great weekend!


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Key Economic Events Week of 7/8

7/8 3:00 ET Consumer Credit
7/9 10:00 ET Jerry Hump-Hawk Day 1
7/9 1:30 ET Goon Bowman
7/10 10:00 ET Wholesale Inventories
7/10 10:00 ET Jerry Hump-Hawk Day 2
7/11 8:30 ET CPI and Core CPI
7/11 10:30 ET Goon Bostic
7/11 1:00 ET Goon Musalem
7/11 2:00 ET Federal budget deficit
7/12 8:30 ET PPI and Core PPI
7/12 10:00 ET Prelim UMich

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