A shock to lending standards

This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing. If they roll over hard, we have a hard landing. It’s not complicated,...

18h

This Week on TRB

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played.  ...The post This Week on TRB appeared first on The Reformed Broker.

2d

Jill On Money

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jill Schlesinger, and Downtown Josh Brown discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC’s crypto crackdown, banning TikTok, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your...

3d

Clips From Today’s Halftime Report

Final Trades: AbbVie, Nike, FedEx & more from CNBC. ...The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

4d

Clips From Today’s Halftime Report

Morgan Stanley says buy Meta from CNBC. ...The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

6d

Why Tech Stocks Are Rallying Hard

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tech Resurgence – Silicon Valley Bank event feels bottom-y. The ultimate anecdotal sign. ►1 Year Later – One year ago, the FOMC first hiked interest rates....

6d

Yes, This Is a Bailout of Credit Suisse

On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expose, and much more! Follow Jesse on: Twitter Book Let us know if we can help you with your financial plan or portfolio: https://ritholtzwealth.com/...

1w

How professional short sellers view the current markets

Dan McMurtrie crushed it on TCAF this week. In case you haven’t gotten to it yet, the whole video is embedded below. You can also listen to it if you’re on the go. At the 25 minute mark, he does this really great explanation of why shorting stocks is so hard, including the toll it can take on a trader’s mental health – even when they end up being right....

2w

This Week on TRB

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played.  ...The post This Week on TRB appeared first on The Reformed Broker.

2w

Bearishly Bullish

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss Credit Suisse, treasury yields, short sellers, credit default swaps, the real reason Signature Bank got taken out, and much more! You can listen to the whole thing below, or find it wherever you like to listen to...

2w