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ISMS 11: US Banking Crisis and Fed Rate Cut

By Andrew Stotz | 03/20/2023 | 0

Did the Fed finally break something with its aggressive rate rises? I’ve been repeating in my investment strategy that the Fed will eventually break something, and yes, they did. They did.

ISMS 10: US CPI Could Decline to 4% By YE23; Unless QE Revs Up

By Andrew Stotz | 03/20/2023 | 0

Is US CPI going up or down by yearend 2023?

Ep661: Michelle Leder – Read the 10-K Before You Buy That Stock

By Andrew Stotz | 03/20/2023 | 0

Michelle Leder has probably read more SEC filings than just about anyone else on the planet since writing her book, Financial Fineprint: Uncovering a Company’s True Value, and starting her website, footnoted.com nearly 20 years ago.

Ep660: Dave Collum – What Should the US Be Doing in Ukraine?

By Andrew Stotz | 03/16/2023 | 0

Dave Collum is a professor of Organic Chemistry at Cornell University who developed an interest in markets, which, in turn, led to an interest in geopolitics.

ISMS 9: Saving Silicon Valley Bank Brings New Risks

By Andrew Stotz | 03/16/2023 | 0

The Silicon Valley Bank crisis started when the US government shut down its economy.

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