The TikTok distraction. Who did you think you were going in business with? TikTok’s CEO reminds of the pathological liar character from SNL. Fact: If the Chinese government ordered TikTok to Change their logo to the face of Mao, they would do it. www.watchdogonwallstreet.com

8m

Mar 23

Real Estate Reality!Home sales spike and prices drop. Builder sentiment is very high. Getting your mind right when buying a home.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

8m

Mar 23

A run on ESG funds.Cash is flowing out of ESG funds at a rapid clip. Ford is putting on a dog and pony show in order to distract from EV losses.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

7m

Mar 23

Bring back the Briefcase Indicator!Breaking down the Federal Reserve three ring circus. Cheap money and breaking the laws of the universe.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

10m

Mar 22

The perpetually wrong Federal Reserve, MBS anxiety, and dumb regulations…this is the reality, this is our terrain.How does one guarantee $18 trillion? MBS 2008 vs. MBS 2023. Understanding “hold-to-maturity” and “ready-for-sale.” We need a Fed reboot. Regulations need to be in black and white, not gray. www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

22m

Mar 21

Paying executives in stock grants is wrong!First Republic execs dump millions in stock before sell-off.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

3m

Mar 21

Shotgun marriage weekend. Ladies and Gentlemen…start the blame game! What should we do with the Fed? How we consistently avoid for decades stepping in dog poop for our clients. www.watchdogonwallstreet.com

15m

Mar 21

Trump and the inability to own up to bad decisions. A political sideshow that demonstrates that we are an unserious nation. Fix the problem, not the blame. www.watchdogonwallstreet.com

9m

Mar 20

The music has stopped. The hype cycle is over. The bank sell-off rolls on. Money keeps flowing out. Get ready for a plethora of shotgun weddings. Back to life, back to reality. Scenes from . First Republic has got some issues. Ready, set panic??www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

29m

Mar 17

The Vampire Squid Strikes Again!Goldman Sachs completely dropped the ball in handling SVB’s capital raise…or did they??www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

9m

Mar 17

Having a really difficult time getting my head around how stupid these bankers, regulators and accountants can be. Understanding duration risk. Quite a bit of moral hazard around this bailout. Lies, half-truths, misdirection, crony capitalism and Silicon Valley Bank. The narrative being pushed by Washington and the media is a complete lie. This is a bailout for Silicon Valley, Venture Capital firms, irresponsible start ups and most importantly…Democratic donors. How to catch a falling knife? The perils of trying to get in at the bottom and out at the top. There is still a ton of risk in the regional banking sector. My Amazon tale. The death of startups??The whining and moaning from the “startup ecosystem” is annoying, pathetic and sad. Credit Suisse and contagion. How we navigate financial storms and corrections. What the three little pigs can teach us about portfolio management.

1h 58m

Mar 17

Kudos to Emmanuel Macron!The French President showed some guts and raised the retirement age in France from 62-64. We choose to pretend that there is no problem in the United States.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

8m

Mar 17

Here we come to save the day!Bank rescues on the way. Why the coast is NOT clear.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

5m

Mar 16

Barney Fife is on it. It’s not the regulations, it’s the regulators! www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

9m

Mar 16

Credit Suisse and contagion.How we navigate financial storms and corrections. What the three little pigs can teach us about portfolio management.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

5m

Mar 16

The death of startups??The whining and moaning from the “startup ecosystem” is annoying, pathetic and sad.www.watchdogonwallstrteet.com http://www.watchdogonwallstrteet.com/

9m

Mar 15

How to catch a falling knife?The perils of trying to get in at the bottom and out at the top. There is still a ton of risk in the regional banking sector. My Amazon tale.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

9m

Mar 15

Lies, half-truths, misdirection, crony capitalism and Silicon Valley Bank.The narrative being pushed by Washington and the media is a complete lie. This is a bailout for Silicon Valley, Venture Capital firms, irresponsible start ups and most importantly…Democratic donors.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

19m

Mar 14

ESG investing and Silicon Valley Bank.Stupid is as stupid does.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

4m

Mar 14

Just another manic Monday…Having a really difficult time getting my head around how stupid these bankers, regulators and accountants can be. Understanding duration risk. Quite a bit of moral hazard around this bailout.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

18m

Mar 13

SVB goes down.The domino effect is alive and well. Payrolls, real estate, personal savings, loans will be hit.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

5m

Mar 11

Thank you, sir may I have another,…The very long list of insane in the membrane taxes in the Biden budget.www.watchdogonwallstreet.com http://www.watchdogonwallstreet.com/

12m

Mar 11

The Fed’s “wrecking ball” claims its first victim. SVB looks to be going down. The sharks are starting to circle.

8m

Mar 10

Compounding is the royal road to riches! Why dividends always. How to choose?

4m

Mar 10

Less than zero...the sum of knowledge of the Fed, economists and most talking heads. Breaking down the Fed/Inflation/Markets. Higher rates are great for your portfolio. Crypto and cocaine. Kickback capitalism. The truth about taxes.

1h 58m

Mar 10

The truth about taxes.“Fair share” nonsense. A tax lesson from the neighborhood of make-believe restaurant.

6m

Mar 10

Crypto and cocaine.I don’t want to regulate it; I want it to go away.

9m

Mar 09

China, Russia, Ukraine, and the epic mismanagement of our defense.Why are we not ready for a “Great Power” conflict? Media is manufacturing stories about Nord Stream. They need to clean house at the Pentagon.

16m

Mar 08

Powell, the Fed, Wall Street, most politicians, and the media are not telling you the truth about the economy and inflation. We do not need to put close to 4 million people out of work to curb inflation. It’s the supply, stupid.

13m

Mar 08

There are good stock buybacks and bad stock buybacks…what is the difference.

5m

Mar 08