Catching Up with Denver Dave

77

The last two weeks have been pretty crazy in the "markets". I felt I needed to talk things through so I rang up Dave Kranzler earlier today to get his opinion on things.

As you'll note, this was a pretty informal discussion. Dave and I simply discuss the recent gyrations in stocks, the ongoing yield spike in the bond market and into what kind of jam, if any, this places Chief Goon Powell and his Fed.

I hope you find this interesting and helpful.

TF

p.s. We had some issues with Skype while recording and the audio cut out intermittently. I've done my best to seamlessly edit it together but you might notice a few gaps.

  77 Comments

silver66
Feb 15, 2018 - 2:43pm

first

something to listen to during tonight's work out Thanks Turd Silver66

Island Teal
Feb 15, 2018 - 3:43pm

2nd......

Now to listen - always interesting with Dave

Thomas More
Feb 15, 2018 - 3:45pm

SECOND

Not second

Bronze medal

Marchas45
Feb 15, 2018 - 4:42pm

Yep

Keep Stacking!!!!!!!

RickshawETF
Feb 15, 2018 - 4:58pm

Charlie . . . ?

Ah well, you know what he'd say: "Keep stacking!"

(Sorry, no dancing today . . . )

Edit: Sorry Charlie! I would have waited longer, but I figured you were backing up your truck down at your LCS . . .

silver10sguy
Feb 15, 2018 - 5:28pm

Good Discussion Turd

Always interesting to hear Turd and Dave get together, especially in these crazy times.

Orange
Feb 15, 2018 - 5:43pm

Just thinking

On Fox they are talking about the tragic deaths in Fl yesterday.

They are saying we need to do something about this.

I agree.

How many kids died in Yemen, Syria, Palestine, Ukraine etc.

Not just kids, we are talking about mass killings.

Please Q take them all down.

Pedo's and whatever disgusting people out there. Yes Queenie, that is why I won't buy Maples. Don't want to see your face.

Drain the worldwide swamp.

Feb 15, 2018 - 6:11pm
Feb 15, 2018 - 6:15pm

POSX charts

That's a new 2018 daily closing low today.

A closing low below 88.44 tomorrow would look pretty nasty.

Feb 15, 2018 - 6:17pm

CDS

Trying to climb above the 200-day while facing heavy Bank resistance.

Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

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Key Economic Events Week of 1/13

1/14 8:30 ET CPI
1/14 9:00 ET Goon Williams
1/15 8:30 ET PPI and Empire Fed
1/16 8:30 ET Retail Sales and Philly Fed
1/17 8:30 ET Housing Starts
1/17 9:15 Et Cap Ute and Ind Prod

Key Economic Events Week of 1/6

1/7 8:30 ET US trade deficit
1/7 10:00 ET ISM Services PMI
1/7 10:00 ET Factory Orders
1/8 8:15 ET ADP employment
1/9 8:00 ET Goon Chlamydia speech
1/9 1:20 ET Goon Evans 2:00 ET Goon Bullard
1/10 8:30 ET BLSBS
1/10 10:00 ET Wholesale Inventories

Key Economic Events Week of 12/16

12/16 8:30 ET Empire State Manu Idx
12/16 9:45 ET Markit flash PMIs Dec
12/17 8:30 ET Housing Starts and Bldg Perms
12/17 9:15 ET Cap Ute and Ind Prod
12/19 8:30 ET Philly Fed
12/20 8:30 ET Final guess Q3 GDP
12/20 10:00 ET Pers Inc and Spending
12/20 10:00 ET Core Inflation

Key Economic Events Week of 12/9

12/10 8:30 ET Productivity and Unit Labor Costs
12/11 8:30 ET CPI
12/11 2:00 pm ET FOMC fedlines
12/11 2:30 pm ET CGP presser
12/12 8:30 ET PPI
12/13 8:30 ET Retail Sales
12/13 10:00 ET Business Inventories
12/13 11:00 ET Goon Williams speech

Key Economic Events Week of 12/2

12/2 9:45 ET Markit Manu PMI
12/2 10:00 ET ISM Manu PMI
12/2 10:00 ET Construction Spending
12/4 9:45 ET Markit Services PMI
12/4 10:00 ET ISM Services PMI
12/5 8:30 ET Trade Deficit
12/5 10:00 ET Factory Orders
12/6 8:30 ET BLSBS
12/6 10:00 ET Wholesale Inventories

Key Economic Events Week of 11/25

11/25 8:30 ET Chicago Fed Nat'l Idx
11/25 7:00 pm ET CGP speech
11/26 8:30 ET Advance Trade
11/26 9:00 ET Case-Shiller home prices
11/26 10:00 ET New home sales
11/26 10:00 ET Consumer Confidence
11/27 8:30 ET Q3 GDP 2nd guess
11/27 8:30 ET Durable Goods
11/27 9:45 ET Chicago PMI
11/27 10:00 ET Pers Inc & Cons Spndg
11/27 10:00 ET Core inflation
11/27 2:00 pm ET Beige Book

Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts & Bldg Perms
11/20 2:00 ET October FOMC minutes
11/21 8:30 ET Philly Fed
11/21 10:00 ET Existing Home Sales
11/22 9:45 ET Markit November Flash PMIs

Key Economic Events Week of 11/11

11/12 Three Fed Goon speeches
11/13 8:30 ET CPI
11/13 11:00 ET CGP on Capitol Hill
11/14 8:30 ET PPI
11/14 Four Fed Goon speeches
11/14 10:00 ET CGP on Capitol Hill
11/15 8:30 ET Retail Sales
11/15 8:30 ET Empire State Manu Index
11/15 9:15 ET Cap Ute and Ind Prod
11/15 10:00 ET Business Inventories

Key Economic Events Week of 11/4

11/4 10:00 ET Factory Orders
11/5 9:45 ET Markit Services PMI
11/5 10:00 ET ISM Services PMI
11/6 8:30 ET Productivity & Labor Costs
11/6 Speeches by Goons Williams, Harker and Evans
11/8 10:00 ET Consumer Sentiment
11/8 10:00 ET Wholesale Inventories

Key Economic Events Week of 10/28

10/30 8:30 ET Q3 GDP first guess
10/30 2:00 ET FOMC fedlines
10/30 2:30 ET CGP presser
10/31 8:30 ET Personal Income & Spending
10/31 8:30 ET Core Inflation
10/31 9:45 ET Chicago PMI
11/1 8:30 ET BLSBS
11/1 9:45 ET Markit Manu PMI
1/1 10:00 ET ISM Manu PMI

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