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LaDuc Trading Edge Podcast - My Weekly Webinar - 6/19/24
Truthful Podcasts

LaDuc Trading Edge Podcast - My Weekly Webinar - 6/19/24

Jun 20, 2024

GLOBAL MACRO TRUTHS

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Global Macro Truths

Chart of the Day: Fed's Own Measure of US Financial Conditions Shows Policy Not Restrictive

By Craig Shapiro
picture of powell
Global Macro Truths

The Fed's Trichet Moment?

By Craig Shapiro
picture of a hawk
Global Macro Truths

Time For The Hawks To Come Out And Play

By Craig Shapiro
Marriner Eccles Building
Global Macro Truths

Where Have All the UST Buyers Gone?

By Craig Shapiro
picture of inflation
Global Macro Truths

Core PCE Spot In-Line - Still Too High. Stay The Course

By Craig Shapiro
the beige book
Global Macro Truths

Fed Beige Book Says No Need For Stimulus

By Craig Shapiro
bubble pop
Global Macro Truths

How Does The SPX/NQ Bubble Pop? - Revisited

By Craig Shapiro
powell picture
Global Macro Truths

Fed Minutes Were Hawkish While The Economy Is Starting To Roll Over

By Craig Shapiro
Marriner Eccles Building
Global Macro Truths

Dual Sided Risk For Fed's Next Move Is Necessary

By Craig Shapiro
Russia China US flag
Global Macro Truths

Economic Warfare Continues

By Craig Shapiro
Alethea Narrative website godaddy logo for weekly report
Global Macro Truths

My Thoughts on the Trading Week Ahead: 5/13-5/20

By Craig Shapiro
Marriner Eccles Building
Global Macro Truths

Mistakes Were Made

By Craig Shapiro
stuck in a box picture
Global Macro Truths

Why the Fed is Trapped in a Box?

By Craig Shapiro
Week Ahead logo
Global Macro Truths

My Thoughts On The Trading Week Ahead - 5/6-5/10

By Craig Shapiro
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Global Macro Truths

Fed Speak Returns - Does Powell Speak for Everyone on the Committee?

By Craig Shapiro
picture of powell
Global Macro Truths

Productivity Miracle Postponed - Fed Needs To Do More

By Craig Shapiro
Wily Coyote looking over the cliff
Global Macro Truths

The Market's Want PALM but The Fed/Treasury "Puts" Are Not Struck Here

By Craig Shapiro
Move index 4-29-24
Global Macro Truths

MOVE-ing On Up For the QRA

By Craig Shapiro
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Global Macro Truths

What Is Going On With The Yen? Japan's Only Real Outlet Is Weaker JPY

By Craig Shapiro
powell picture
Global Macro Truths

Too Much Debt, Too Little Time - A Look Ahead To Fed Meeting Tomorrow

By Craig Shapiro
Look out Below
Global Macro Truths

The "Puts" Are Not Struck Here. Look Out For Lower Risk Asset Prices

By Craig Shapiro
Janet Yellen picture
Global Macro Truths

My Outlook For The Treasury Quarterly Refunding Announcement Today

By Craig Shapiro
got gold
Global Macro Truths

Target Price On Gold - A Lot Higher Than Here

By Craig Shapiro
Palm of hands
Global Macro Truths

Petulant Children Need More PALM

By Craig Shapiro

GEOPOLITICAL TRUTHS

Newsweek Article on China May 18
Geopolitical Truths

Newsweek - China's Moves Away from US Dollar Hit New Milestone

By Craig Shapiro
Powell picture v2
Geopolitical Truths

The Fed Is NOT Your Friend

By Craig Shapiro
Gold Bars
Geopolitical Truths

Guess Who's Back? - Gold

By Craig Shapiro
picutre of gold and dollar bill
Geopolitical Truths

Isn't It Ironic, Don't You Think? How the US is Losing US$/UST Hegemony

By Craig Shapiro
Newsweek Article on China
Geopolitical Truths

Newsweek - China May Be Preparing To Deploy Economic 'Nuclear Option'

By Craig Shapiro
TBAC members
Geopolitical Truths

Let's See Who Is On The Treasury Borrowing Advisory Committee (TBAC)

By Craig Shapiro
Paul Volcker Picture
Geopolitical Truths

And Trust Is Everything

By Craig Shapiro
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Geopolitical Truths

1968 Redux?

By Craig Shapiro

TRUTHFUL PODCASTS

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Truthful Podcasts

LaDuc Trading Edge Podcast - My Weekly Webinar - 6/19/24

By Craig Shapiro
Bitcoin logo
Truthful Podcasts

Roundtable Interview - My Interview with Rob Nelson from The Street

By Craig Shapiro
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Truthful Podcasts

LaDuc Trading Macro to Micro Webinar - 5/30/24

By Craig Shapiro
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Truthful Podcasts

LaDuc Trading Edge Podcast - My Weekly Webinar - 5/24/24

By Craig Shapiro
5-15-24 podcast laduc
Truthful Podcasts

LaDuc Trading Macro to Micro Webinar - 5/15/24

By Craig Shapiro
Wall street for main street podcast
Truthful Podcasts

Wall St For Main Street Podcast - My Interview with Jason Burack

By Craig Shapiro
Podcast with Bitcoin Layer 5-6-24
Truthful Podcasts

The Bitcoin Layer Podcast - My Interview with Nik Bhatia - 5/6/24

By Craig Shapiro
Macro to Micro podcast 5-1-24
Truthful Podcasts

LaDuc Trading Macro To Micro Podcast - 5/1/24

By Craig Shapiro
cs
Truthful Podcasts

LaDuc Trading Edge Podcast - My Weekly Webinar - 4/25/24

By Craig Shapiro
My Interview with Trevor Hall Mining Stock Daily - 4/26/24
Truthful Podcasts

The Mining Stock Daily Podcast - My Interview with Trevor Hall - 4/26/24

By Craig Shapiro
Interview with Nik Bhatia 4-9-24
Truthful Podcasts

The Bitcoin Layer Podcast - My Interview with Nik Bhatia - 4/9/24

By Craig Shapiro
Interview with Larry Mcdonald BTR on 4-23-24
Truthful Podcasts

Turning Point Podcast - My Interview With Larry McDonald from Bear Traps Report

By Craig Shapiro
Bitcoin is gold for the people
Truthful Podcasts

The Bitcoin Layer Podcast - My Interview With Nik Bhatia

By Craig Shapiro

TRUTHFUL CHARTS

Umich inflation expectations
Truthful Charts

Chart of the Day - Inflation Expectations Are Not Well-Anchored

By Craig Shapiro
grams of gold per oil bbl
Truthful Charts

Chart of the Day - Oil to Gold Ratio Breaking Down

By Craig Shapiro
CBO Scenario Analysis
Truthful Charts

Chart of the Day - CBO Scenarios on US Govt Debt to GDP are FRIGHTENING

By Craig Shapiro
citi surprise vs SFR9
Truthful Charts

Chart of the Day - Citi Surprise Index vs SFR9 (Fed Funds Rate Proxy)

By Craig Shapiro
April supercore cpi
Truthful Charts

Chart of the Day - April Supercore CPI En Fuego

By Craig Shapiro
copper vs GME
Truthful Charts

Chart of the Day - Gamestop vs Copper Price

By Craig Shapiro
NY Fed Inflation expectations April 2024
Truthful Charts

Chart of the Day - Inflation Expectations Do Not Appear Well Anchored

By Craig Shapiro
IMF Chart on China Gold Holdings
Truthful Charts

Chart of the Day - China's Gold Holdings Continue to Rise

By Craig Shapiro
Chart of the day 5-6-24 - Average rent change expectation
Truthful Charts

Chart of the Day - Rent Change Expectations Going Back Up

By Craig Shapiro
Chart of the day 5-3-24 - SFRZ5 vs Citi Surprise Index
Truthful Charts

Chart of the Day - SFRZ5 vs US Citi Surprise Index

By Craig Shapiro
foreign holders of USTs
Truthful Charts

Chart of the Day - Foreign Holdings of USTs Continue to Fall

By Craig Shapiro
Chart of the day 4-30-24 - Net liquidity vs SPX
Truthful Charts

Chart of the Day - Net Fed Liquidity vx SPX - Look Out Below

By Craig Shapiro
Chart of the day 4-26-24 - Super Core PCE
Truthful Charts

Chart of the Day - US Super-Core Inflation is Too Damn High

By Craig Shapiro
Chart of the day 4-25-24 - QQQ 2022 vs 2024
Truthful Charts

Chart of the Day: Nasdaq 2022 Analog

By Craig Shapiro
Chart of the day 4-24-24 - TRAN vs IWM
Truthful Charts

Jaws of Death: Chart of the Day

By Craig Shapiro
Primary Dealer Holdings of US Treasuries
Truthful Charts

Primary Dealer Holdings of US Government Securities

By Craig Shapiro

X FEED TRUTHS

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X Feed Truths

Is Biden Going To Pardon His Son And Step Out Of The Race?

By Craig Shapiro
Janet yellen picture v 2
X Feed Truths

Yellen Has Plenty Of Debt To Sell Every Week Until Eternity

By Craig Shapiro
Slice Background
X Feed Truths

Personal Update: You Can Find Me At Slice

By Craig Shapiro
Alethea Narrative website godaddy logo for weekly report
X Feed Truths

Exciting News!! 3-Circle Investments is Growing Up

By Craig Shapiro
the rent is too damn high guy
X Feed Truths

The Debt Is Too Damn High

By Craig Shapiro
Kashkari photo
X Feed Truths

Fed's Kashkari Hitting The Speaking Circuit Today With Some Caution About Policy Easing

By Craig Shapiro
Hawk picture
X Feed Truths

The Hawk's Hawk - Fed's Bowman Keeps Pressure On, Remains Willing to Hike If Needed

By Craig Shapiro
pictures of yen
X Feed Truths

The Land of the Falling Sun? - Why Japan's FX Intervention is Unlikely to Work

By Craig Shapiro
Janet yellen picture v 2
X Feed Truths

Dammit Janet!!

By Craig Shapiro
Three Days at Camp David
X Feed Truths

Weekend Reading Assignment - Three Days at Camp David

By Craig Shapiro
shoot yourself pic
X Feed Truths

What is the US Government Thinking? Let's Have William Shatner Tell Us

By Craig Shapiro
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X Feed Truths

The Fed Needs To Introduce Dual Sided Risk To Their Next Move

By Craig Shapiro
China Serbia Flag
X Feed Truths

Xi Going to Serbia?

By Craig Shapiro

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