Mounts Financial Podcast

Mounts Financial Podcast - Episode 12

2009-08-18T05:42:00.000-07:00

Stocks had a significant correction on Monday following a massive decline in the the Asian markets. I contend that the Asian markets have led the US markets for the past year and will continue to do so. Their 15-17% correction since the first week of August will usher in an inevitable significant correction in the US markets in the near future. Monday was just a taste.

Mounts Financial Podcast - Episode 11

2009-08-14T16:42:00.000-07:00

Consumer sentiment came out worse than expected today while consumer spending has been reported to be worse than expected. I believe a lot of this is attributable to higher gas prices despite increases in equities and continued massive layoffs. Regardless of a month over month stable unemployment rate the sheer volume of unemployed people grows unabated. FASB is starting to talk mark to market again and finally stocks have week of breather as the equities decreased week over week for the first time in about a month. When will the big drop come? Late August? Late Fall? It's got to happen sooner rather than later in my opinion.

Mounts Financial Podcast - Episode 10

2009-08-13T01:27:00.000-07:00

The Fed statement leaves rate unchanged and extends quantitative easing treasury purchases through October though does not increase dollar limit. This will raise rates, make bonds more attractive, make credit less attractive and help push equity markets lower.

Mounts Financial Podcast - Episode 9

2009-08-08T12:10:00.000-07:00

The July employment report finally came out and the headline numbers surprised to the upside. However deeper in the report we see that less people are working overall and more people stopped looking for jobs. This does not look good for economic recovery.

Mounts Financial Podcast - Episode 8

2009-08-05T23:02:00.001-07:00

Advance unemployment claims came in worse than expected as I figured and the King Report showed that last weeks GDP numbers were worse than expected rather than better than expected. Trading range as I see it is still intact.

Mounts Financial Podcast - Episode 7

2009-08-03T16:45:00.000-07:00

Approaching a market correction and an argument for a unemployment number disappointment on friday.

Mounts Financial Podcast - Episode 6

2009-07-31T17:51:00.000-07:00

Second quarter GDP numbers out and dissected by import/export adjustment - cash for clunkers discussed briefly.

Mounts Financial Podcast - Episode 5

2009-07-30T23:15:00.000-07:00

Thoughts on a macro trading range, housing sales volume versus housing prices, and a break down of the newly released jobless claims.

Mounts Financial Podcast - Episode 4

2009-07-29T22:45:00.000-07:00

In this Mounts Financial podcast energy prices, are discussed along with expanded discussion of the S&P post crash trading range.

Mounts Financial Podcast - Episode 3

2009-07-28T16:43:00.000-07:00

Is the recession over? I doubt it. Case-Shiller seasonal adjustments and a DOW trading range hypothesis.

Mounts Financial Podcast - Episode 2

2009-07-24T18:04:00.000-07:00

Thoughts on the DOW surging past 9,000, the real estate market "turn-around", and a prediction for a double dip.

Mounts Financial Podcast - Episode 1

2009-07-23T22:44:00.000-07:00

Brian enters the arena of podcasting with a pointless first episode.