TFMR Podcast – Thursday, June 30

It was a lousy month and a lousy quarter. However, it now appears that we are finally getting close to a bottom and turn so please take time today to listen to this podcast.

Of course, I could be dead wrong. Maybe it’s all just going straight down from here as the global markets swirl the death drain and we all go broke. But I don’t think so. I think that the next Powell Pivot is closer than most people think. Heck, just yesterday we discussed how fed funds futures and eurodollar futures are both beginning to suggest that the first rate CUTS might come as soon as THIS December…