Podcast appearances and mentions of Brett Arends

Don and Tom open with banter about the weather, baseball playoffs, and studio quirks before diving into what it means to be a “millionaire” today versus in 1890. They explore how much of modern net worth is illiquid, why home equity and retirement funds can trap wealth, and how planning for liquidity and income is crucial. The conversation transitions into a discussion of market volatility, rare earth trade tensions with China, and Brett Arends' critique of index investing. They counter with historical perspective, humor (and potato chips), and advice about risk, rebalancing, and human behavior. Later, listener calls cover portfolio structure, Empower vs. Vanguard advisor options, and evaluating advisor fees and fund costs. The show closes with their classic blend of education, sarcasm, and fiduciary realism. 0:04 Opening banter, phone number, Florida “cold front,” and baseball chatter 2:33 Topic intro: What a million dollars means now vs. 1890 3:58 Comparing historic vs. modern millionaires and net worth equivalency 4:43 The illusion of wealth—why 70% of assets are often inaccessible 5:30 Planning for liquidity: why paying off a mortgage too early can backfire 6:37 Don's retirement planning promo 7:39 Historical comparison: 1890s Gilded Age vs. today's millionaire stats 8:19 Market globalization and modern wealth concentration 9:43 Rare earths and the U.S.–China tariff skirmish 10:22 Market check: stocks, bonds, and gold all dip; volatility talk 12:04 Don's “unnamed thing” (Bitcoin) drops 10.5%; discussion on risk and rebalancing 13:48 Don shifts to 60/40 allocation—explains rationale near retirement 14:34 Brett Arends' “Dumbest Stock Market in History” critique discussed 16:00 Debate: Are index investors stabilizing markets through consistency? 17:19 Potato chip tangent and investor psychology 18:32 Arends' bearishness vs. evidence-based investing 20:00 Protecting your psyche, not every dollar, from market declines 20:20 Podcasting history—when Talking Real Money began 21:32 Caller Samir (Virginia): $4M net worth, suffering from “hodgepodge-itis” 24:15 Don and Tom's prescription: stop investing until you have a plan 25:42 Margin loan temptation and why 10.5% interest kills the idea 27:00 Tom reinforces the need for a fiduciary planner 27:32 Caller Chris (Texas): moving from Empower to Vanguard PAS 29:21 Vanguard vs. Empower: conflicts, fund choices, and planning gaps 31:46 “Half-pregnant” advice models and Bogle's legacy examined 34:20 Broader critique: single-provider risk and investor behavior 35:54 Caller Dave (Olympia): evaluating returns, fees, and portfolio costs 37:50 What's a reasonable expense ratio and advisor fee range 39:24 Final takeaway: judge portfolios by structure, not short-term returns Learn more about your ad choices. Visit megaphone.fm/adchoices

John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1947 DEMOCRACY SQUARE

John Batchelor 09-03 segment 10.mp3 Guest: Brett Arends of Market Watch. Addressing Bond Market Turmoil Brett Arends explains that the troubled bond market stems from unsustainable national debt and recent court rulings questioning President Trump's tariffs. He advises Donald Trump to support Federal Reserve independence, abandon attacks on Jerome Powell and Lisa Cook, and work with Congress on tariffs to ensure fiscal sustainability and calm market anxieties. Arends notes that gold's all-time high reflects a lack of market confidence. PEKING UNIVERSITY

Preview: Colleague Brett Arends of MarketWatch, writing ROI column, views the US in retrenchment following PRC threat to sell US treasuries and withhold critical minerals from market. More. 1966 MAO AND THE CULTURAL REVOLUTION

"Preview: Colleague Brett Arends of MarketWatch observes that putting the market back together is a Humpty-Dumpty challenge. More later." 1969 NYSE

#MARKETWATCH: BOND MARKET PUZZLES. BRETT ARENDS. 1908 NYC

POTUS: 90 DAYS. BRETT ARENDS, MARKETWATCH.

Good evening: The show begins in the wobble of the global markets, and then... Let me copy edit this schedule for you: NYSE 1929 CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 POTUS: 90 Days. Brett Arends, MarketWatch 915-930 Russia: Collateral Damage. Michael Bernstam, Hoover 930-945 Lebanon: Hezbollah Cracking. Jonathan Schanzer, FDD 945-1000 Syria: Turkey Threat. Jonathan Schanzer, FDD SECOND HOUR 10-1015 POTUS: Trade War with China. Fraser Howie, Gordon Chang 1015-1030 #PRC in Cambodia. Blaine Holt, Gordon Chang 1030-1045 #Space Force: Smart Uniforms. Bob Zimmerman, BehindtheBlack.com 1045-1100 #Moon: Two Halves. Bob Zimmerman, BehindtheBlack.com THIRD HOUR 1100-1115 1/2: Ukraine: Strengths and Weaknesses of the US Defense Industrial Base. Brad Bowman and Ryan Brobst, FDD 1115-1130 2/2: Ukraine: Strengths and Weaknesses of the US Defense Industrial Base. Brad Bowman and Ryan Brobst, FDD 1130-1145 1/2: SCOTUS: Venezuela Deportations. John Yoo, Civitas Institute 1145-1200 2/2: SCOTUS: Venezuela Deportations. John Yoo, Civitas Institute FOURTH HOUR 12-1215 #France: Plunging Commodities. Simon Constable 1215-1230 #France: Searching for Rare Earths. Simon Constable 1230-1245 #POTUS: Broken Global Trade. Alan Tonelson, Gordon Chang 1245-100 AM PRC: Paranoid Radar. Rick Fisher, Gordon Chang

Preview: Colleague Brett Arends of MarketWatch measures that POTUS "backed down" from a trade war with allies. More later. 1907 PANIC NYSE

2/2: #MRMARKET: BOND MARKET SIGNALS SOMETHING LESS THAN DOOM. BRETT ARENDS, MARKETWATCH 1921 WALL STREET NYSE

1/2: #MRMARKET: BOND MARKET SIGNALS SOMETHING LESS THAN DOOM. BRETT ARENDS, MARKETWATCH 1908 NYSE

Preview: Colleague Brett Arends of MarketWatch reports that bond veterans cannot figure the bond market just now. More. 1910 BROKER CHARLES GATES.

Good evening: The show begins in a market panic that reverses with a false expectation... 1885 CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 Tariffs: And the Global South. Bill Roggio, FDD. Husain Haqqani, Hudson Institute. 915-930Taliban: US Adjusting. Bill Roggio, FDD. Husain Haqqani, Hudson Institute. 930-945 #ROK: Yoon Gone. David Maxwell, Center for Asia Pacific Strategy. @GordonGChang, Gatestone, Newsweek, The Hill 945-1000 #ROK: Election June 3. David Maxwell, Center for Asia Pacific Strategy. @GordonGChang, Gatestone, Newsweek, The Hill SECOND HOUR 10-1015 #Israel: Netanyahu Sits with POTUS. Malcolm Hoenlein @Conf_of_Pres @MHoenlein1 @ThadMcCotter @TheAmGreatness 1015-1030 #Antisemitism: Brown University and Hate Teaching. Malcolm Hoenlein @Conf_of_Pres @MHoenlein1 @ThadMcCotter @TheAmGreatness 1030-1045 #Ukraine: Holding on to Salients. John Hardie, Bill Roggio, FDD 1045-1100 #Ukraine: Suggested Deal-Making Washington and Kremlin. John Hardie, Bill Roggio, FDD THIRD HOUR 1100-1115 1/2: #MrMarket: Bond Market Signals Reversal of Doom. Brett Arends, MarketWatch 1115-1130 2/2: #MrMarket: Bond Market Signals Reversal of Doom. Brett Arends, MarketWatch 1130-1145 1/2: #Syria: Turkey Moves In. Ahmad Sharawi, Bill Roggio, FDD 1145-1200 2/2: #Syria: Turkey Moves In. Ahmad Sharawi, Bill Roggio, FDD FOURTH HOUR 12-1215 #NewWorldReport: SecDef to Panama. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire 1215-1230 #NewWorldReport: Huge turnout for Bolsonaro. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, former Foreign Minister Republic of Brazil. #NewWorldReportHumire 1230-1245 1/2: Tom Cotton knocks self-censoring observations re PRC. Peter Berkowitz, Hoover Institution 1245-100 AM 2/2: Tom Cotton knocks self-censoring observations re PRC. Peter Berkowitz, Hoover Institution

Preview: Colleague Brett Arends of MarketWatch comments that POTUS Trump has long held that tariffs are profound tools of state. More later. 2907 NYSE IN THE PANIC OF 1907

Good evening: The show begins in the markets as Brett Arends of MarketWatch comments on the panic. With wit. Two positions recommended: cash or fetal. 1930 CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 #MRMARKET: Jerome Powell the Scapegoat. Brett "Break the Glass" Arends, MarketWatch 915-930 #MRMARKET: Fear Selling. Brett Arends, MarketWatch 930-945 #SMALLBUSINESSAMERICA: Elon Musk. @GeneMarks @Guardian @PhillyInquirer 945-1000 #SMALLBUSINESSAMERICA: How to Weather Tariffs. @GeneMarks @Guardian @PhillyInquirer SECOND HOUR 10-1015 Space Force: Orbital Bomber. Henry Sokolski, NPEC 1015-1030 Lancaster County: No Panic at the Markets. Jim McTague, Former Washington Editor, Barrons. @McTagueJ. Author of the "Martin and Twyla Boundary Series." #FriendsOfHistoryDebatingSociety 1030-1045 #POTUS: No Penalty Without Law. Richard Epstein 1045-1100 Tariffs: Unwise at Any Speed. Richard Epstein THIRD HOUR 1100-1115 5/8: Taking Manhattan: The Extraordinary Events That Created New York and Shaped America Hardcover – March 4, 2025 by Russell Shorto (Author) https://www.amazon.com/Taking-Manhattan-Extraordinary-Created-America/dp/0393881164/ref=tmm_hrd_swatch_0 The author of The Island at the Center of the World offers up a thrilling narrative of how New York―that brash, bold, archetypal city―came to be. In 1664, England decided to invade the Dutch-controlled city of New Amsterdam on Manhattan Island. Charles II and his brother, the Duke of York, had dreams of empire, and their archrivals, the Dutch, were in the way. But Richard Nicolls, the military officer who led the English flotilla bent on destruction, changed his strategy once he encountered Peter Stuyvesant, New Netherland's canny director general. Bristling with vibrant characters, Taking Manhattan reveals the founding of New York to be an invention, the result of creative negotiations that would blend the multiethnic, capitalistic society of New Amsterdam with the power of the rising English empire. But the birth of what might be termed the first modern city is also a story of the brutal dispossession of Native Americans and of the roots of American slavery. The book draws from newly translated materials and illuminates neglected histories―of religious refugees, Indigenous tribes, and free and enslaved Africans. Taking Manhattan tells the riveting story of the birth of New York City as a center of capitalism and pluralism, a foundation from which America would rise. It also shows how the paradox of New York's origins―boundless opportunity coupled with subjugation and displacement―reflects America's promise and failure to this day. Russell Shorto, whose work has been described as "astonishing" (New York Times) and "literary alchemy" (Chicago Tribune), has once again mined archival sources to offer a vibrant tale and a fresh and trenchant argument about American beginnings. 115-1130 6/8: Taking Manhattan: The Extraordinary Events That Created New York and Shaped America Hardcover – March 4, 2025 by Russell Shorto (Author) 1130-1145 7/8: Taking Manhattan: The Extraordinary Events That Created New York and Shaped America Hardcover – March 4, 2025 by Russell Shorto (Author) 1145-1200 8/8: Taking Manhattan: The Extraordinary Events That Created New York and Shaped America Hardcover – March 4, 2025 by Russell Shorto (Author) FOURTH HOUR 12-1215 #PACIFICWATCH: #VEGASREPORT: Nickel and Diming. @JCBliss 1215-1230 #ITALY: La Dolce Vita Orient Express 1230-1245 NASA: Isaacman confirmation starting. Bob Zimmerman, BehindtheBlack.com 1245-100 AM Moon: Inbound asteroid 2032. Bob Zimmerman, BehindtheBlack.com

MR:MARET. FEAR SELLING.. BRETT ARENDS MARKETWATCH 1908 NYSE 

Preview: Colleague Brett Arends identifies the drivers of the two-day market sell-off as uncertainty and panic. More later. 19O7 NYSE SELL-OFF

Julius de Kempenaer, senior technical analyst at StockCharts says that the stock market at current levels is unattractive, because "the upside potential is now way more limited than the downside risk," and he expects that risk to be realized in a decline that could drop the market by another 5 percent or more. De Kempenaer says this dip won't feel much like a buying opportunity, because the market will need several months or quarters to finish a rotation and find a new base to build on. He notes that investors have been gravitating toward bonds, another sign that they are concerned about the market's ability to keep generating gains. Jordan Lopez, manager of the Payden High Income fund, says high-yield bonds have been improving in quality, despite the higher interest rates of the last few years, and he expects the trend to continue, to the point where the market for junk bonds now looks more like what investment-grade bonds used to be. Plus, Eric Purington, portfolio manager for the Aberdeen Global Income Infrastructure fund, discusses the potential of middle-market infrastructure plays, and MarketWatch columnist Brett Arends discusses his latest piece, which suggests that the Trump Administration needs a weaker dollar to make its plans work, and that a recession may be a required part of that calculus behind tariffs and inflation-fighting strategies.

1/2: #MrMarket: The bond market respectfully does not agree. Brett Arends, Marketwatch https://www.wsj.com/economy/central-banking/big-rate-cut-forces-fed-to-contend-with-new-obstacles-0bc63c6a?mod=hp_lead_pos7 1939 NYSE

2/2: #MrMarket: The bond market respectfully does not agree. Brett Arends, Marketwatch https://www.wsj.com/economy/central-banking/big-rate-cut-forces-fed-to-contend-with-new-obstacles-0bc63c6a?mod=hp_lead_pos7 1942 NYSE

#MARKETS: No EXPLANATION POSSIBLE. BRETT ARENDS, MARKETWATCH 1907 NY Stock Exchange

GOOD EVENING: The show begins tonght in Ukraine and Russia as Moscow says it has launched a counter attack on the Kursk Salient... 1918 Ukraine CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9:00-9:15 - #Ukraine: Russia counter attacks Kursk Salient. Colonel Jeff McCausland, USA (retired) @mccauslj @CBSNews @dickinsoncol 9:15-9:30 - #9/11: Colonel Jeff McCausland, USA (retired) @mccauslj @CBSNews @dickinsoncol 9:30-9:45 - #France: Memories of Alibaba rise and fall. Simon Constable, WSJ 9:45-10:00 - #RUSSIA: The new Shadow Fleet of Eswatini and Friends. Michael Bernstam, Hoover SECOND HOUR 10:00-10:15 - #MARKETS: No EXPLANATION POSSIBLE. Brett Arends, MarketWatch 10:15-10:30 - #PacificWatch: #Wildfires rising. @JCBliss 10:30-10:45 - 1/2: NATO: #EU: America and the Europe First policy to preserve the allies. Jakub Grygiel, Hoover Institution 10:45-11:00 - 2/2: NATO: #EU: America and the Europe First policy to preserve the allies. Jakub Grygiel, Hoover Institution THIRD HOUR 11:00-11:15 - PRC: CCP subsidies in America. Michael Sobolik, senior fellow at the American Foreign Policy Council and author of "Countering China's Great Game: A Strategy for American Dominance", @GordonGChang, Gatestone, Newsweek, The Hill 11:15-11:30 - #PRC: The debate and China policy. Rebecca Grant, vice president of the Lexington Institute, @GordonGChang, Gatestone, Newsweek, The Hill 11:30-11:45 - PRC: Credit market chaos. Andrew Collier, managing director of Orient Capital Research and author of new book, "China's Technology War: Why Beijing Took Down Its Tech Giants", on Collier's report "China's Bond Frenzy" @GordonGChang, Gatestone, Newsweek 11:45-12:00 - PRC: Theater nukes: Rick Fisher, senior fellow of the International Assessment and Strategy Center, on Fisher's piece on China's nuclear superiority in Asia. @GordonGChang, Gatestone, Newsweek, The Hill FOURTH HOUR 12:00-12:15 - #NewWorldReport: MEXICO: AMLO'S LAST PLAY. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #NewWorldReportEllis 12:15-12:30 - #NewWorldReport: Maduro supremacy. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #NewWorldReportEllis 12:30-12:45 - #NewWorldReport: Bolivia sinking. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #NewWorldReportEllis 12:45-1:00 AM - #NewWorldReport: Amazon unprotected. Latin American Research Professor Evan Ellis, U.S. Army War College Strategic Studies Institute. @revanellis #NewWorldReportEllis

GOOD EVENING: The show begins in a mystery in the markets, asking why the decline from May Day to Halloween?  Year after year.  No definite answer.  1936 Great Depression CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 #MrMarket: Why do markets decline from May Day to Halloween? Brett Arends, MarketWatch https://www.marketwatch.com 915-930 #PacificWatch: #VegasReport: Foot traffic hopping. Park Fire surging. @JCBliss [Link removed for brevity] 930-945 #SmallBusinessAmerica: Heavy truck sales up: what recession? @GeneMarks @Guardian @PhillyInquirer 945-1000 #SmallBusinessAmerica: #Money-making with AI. @GeneMarks @Guardian @PhillyInquirer https://genemarks.medium.com/workers-and-business-owners-are-leaning-into-generative-ai-heres-how-5404c46a34a5 SECOND HOUR 10-1015 #VPOTUS: The Harris record in San Francisco and Sacramento. Bill Whalen, Hoover Institution. https://www.hoover.org/research/enter-kamala-and-scrutiny-her-california-years 1015-1030 Lancaster Report: Debby strikes in waves. County layoffs pile up. Jim McTague, former Washington Editor, Barron's. @MCTagueJ. Author of the "Martin and Twyla Boundary Series." #FriendsofHistoryDebatingSociety 1030-1045 #SCOTUS: The immunity Amendment & What is to be done? Richard Epstein, Hoover https://www.hoover.org/research/biden-misfires-presidential-immunity 1045-1100 #VPOTUS: The year of three VPOTUS. Richard Epstein, Hoover https://www.hoover.org/research/biden-misfires-presidential-immunity THIRD HOUR 1100-1115 1/8: American Civil Wars: A Continental History, 1850-1873 Hardcover – May 21, 2024 by Alan Taylor (Author) https://www.amazon.com/American-Civil-Wars-Continental-1850-1873/dp/1324035285 1115-1130 2/8: American Civil Wars: A Continental History, 1850-1873 Hardcover – May 21, 2024 by Alan Taylor (Author) 1130-1145 3/8: American Civil Wars: A Continental History, 1850-1873 Hardcover – May 21, 2024 by Alan Taylor (Author) 1145-1200 4/8: American Civil Wars: A Continental History, 1850-1873 Hardcover – May 21, 2024 by Alan Taylor (Author) FOURTH HOUR 12-1215 #OLYMPICS: An Error in Mockery. Conrad Black, National Post https://nationalpost.com/sports/olympics/conrad-black-11?utm_source=Sailthru&utm_medium=email&utm_campaign=Conrad%20Black%20-%20Follow%20the%20author%202024-08-09&utm_term=Conrad%20Black%20Newsletter 1215-1230 #ITALY: Torrid. Lorenzo Fiori, Ansaldo Foundation, in Siena https://www.msn.com/en-us/health/other/italy-braces-for-extreme-heatwave-driven-by-african-anticyclone/ar-BB1qQ3a1 1230-1245 #PRC: Long March 6A fail. Bob Zimmerman BehindtheBlack.com https://www.marketwatch.com 1245-100 AM #MARS: Terraforming to 50 Fahrenheit. Bob Zimmerman BehindtheBlack.com https://behindtheblack.com/behind-the-black/points-of-information/scientists-propose-much-more-efficient-method-for-warming-mars-to-habitable-temperatures/

#MrMarket:Why do markets decline from May Day to Halloween? Brett Arends, Marketwatch https://www.marketwatch.com 1883 Wall Street

PREVIEW: MARKETS: Conversation with colleague Brett Arends of MarketWatch regarding the unsolved puzzle of why markets decline from May to Halloween and then rally. More tonight 1936 Italian Market Arthur Avenue NYC.

PREVIEW: MARKETS: Conversation with colleague Brett Arends of MarketWatch regarding the unsolved puzzle of why markets decline from May to Halloween and then rally. More tonight. 1940

PREVIEW: MARKETS: Conversation with colleague Brett Arends of MarketWatch regarding the unsolved puzzle of why markets decline from May to Halloween and then rally. More tonight. 1953

GOOD EVENING: The show begins tonight in an Al Qaedaa camp in Afghanistan, reading the news of the plea deal for GITMO killers that has now been revoked by the DoD... 1915 JP Morgan Building CBS EYE ON THE WORLD WITH JOHN BATCHELOR FIRST HOUR 9-915 1/2: #AlQaeda: The known and unknown of plea dealing with AQ: Bill Roggio, FDD 915-930 2/2: #AlQaeda: The known and unknown of plea dealing with AQ: Bill Roggio, FDD 930-945 1/2: #IRAN: #HEZBOLLAH: Antony Blinken and war warning, David Daou, FDD. Bill Roggio, FDD 945-1000 2/2: #IRAN: #HEZBOLLAH: Antony Blinken and war warning, David Daou, FDD. Bill Roggio, FDD SECOND HOUR 10-1015 #NewWorldReport: The arrest warrants. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, Former Foreign Minister Republic of Brazil. #NewWorldReportHumire 1015-1030 #NewWorldReport: Brazil, Colombia and Mexico look for compromise. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, Former Foreign Minister Republic of Brazil. #NewWorldReportHumire 1030-1045 #NewWorldReport: US and EU reject Maduro Regime count and turn toward the Opposition. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, Former Foreign Minister Republic of Brazil. #NewWorldReportHumire 1045-1100 #NewWorldReport: Farmers attack Indigenous Peoples. Joseph Humire @JMHumire @SecureFreeSoc. Ernesto Araujo, Former Foreign Minister Republic of Brazil. #NewWorldReportHumire THIRD HOUR 1100-1115 1/2: MrMarket: Global sell-off and AI buying. Brett Arends, MarketWatch ROI. 1115-1130 2/2: MrMarket: Global sell-off and AI buying. Brett Arends, MarketWatch ROI. 1130-1145 #DETERRENCE: The cost of the Sentinel upgrade. Peter Huessy, president of Geostrategic Analysis and a fellow at the National Institute for Deterrence Studies, @GordonGChang, Gatestone, Newsweek, The Hill 1145-1200 #RU: Those bombers off Alaska for show. Blaine Holt, retired Air Force general who served as deputy military representative to NATO, on a pilot's view of the Chinese and Russian aerial intrusion near Alaska last month. @GordonGChang, Gatestone, Newsweek, The Hill FOURTH HOUR 12-1215 #Ukraine: The long awaited F-16s arrive & What is to be done? Katrina Vanden Heuvel 1215-1230 #PRC: American citizens questionably jailed in China & What is to be done? 1230-1245 #DETERRENCE: THE PRC AND RUSSIA RUSH AHEAD WITH STRATEGIC WEAPONS. Henry Sokolski, NPEC. 1245-100 am #ISRAEL: Netanyahu in the political battle in Israel and the US. Peter Berkowitz, Hoover Institution

PREVIEW: NVIDIA: DOTCOM: Colleague Brett Arends, MarketWatch ROI, remarks upon lessons learned from the Dot.com Bull of 1998-2000 and how it explains the future from the AI Bull of 2023-24 so far. More tonight. 1872 Montreal

Photo: No known restrictions on publication. @Batchelorshow 1920 Canal Zone #MrMarket; Banks runs spread and deepen after the Fed hike... Brett Arends, Marketwatch https://www.bloomberg.com/news/articles/2023-05-04/pacwest-first-horizon-slump-reigniting-regional-bank-jitters?sref=5g4GmFHo

Photo: No known restrictions on publication. #Preview: SpecialEdition. Banks runs and the lessons of financial crises. Brett Arends, Marketwatch

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: We can't know if the banking crisis is over until long afterward. Brett Arends, Marketwatch https://www.msn.com/en-us/money/markets/the-banking-crisis-is-having-a-slow-burn-impact-on-the-economy/ar-AA1akDZo

PHOTO: NO KNOWN RESTRICTIONS ON PUBLICATION. @BATCHELORSHOW #MrMarket: The bond market is fifty-fifty for no Fed hike & 100 % more turmoil ahead.. Brett Arends, Marketwatch https://www.msn.com/en-us/money/markets/fed-poised-to-approve-quarter-point-rate-hike-next-week-despite-market-turmoil/ar-AA18Lsi8

Photo: No known restrictions on publication. @Batchelorshow 1871: he Merchants' Bank, Ontario Bank, and Cabinet de Lecture Paroissial, Corner of Place d'Armes, Montreal #SpeialEdition: #CreditSuisse: #SVB: Early maneuvers in the panic of 2023. Brett Arends, Marketwatch. #FriendsofHistoryDebatingSociety https://www.wsj.com/articles/credit-suisse-shares-plunge-as-bank-storm-spreads-to-europe-7251349d

Photo: No known restrictions on publication. @Batchelorshow 1931 #MrMarket: The bond market is signaling year-end Fed funds rate at 3.75%.  Brett Arends, Marketwatch. https://www.wsj.com/articles/fed-interest-rates-inflation-svb-collapse-3495de76

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: Is this a Replay of 2008 in Silicon Valley. Brett Arends, Marketwatch https://www.wsj.com/articles/svb-financial-pulls-capital-raise-explores-alternatives-including-possible-sale-sources-say-11de7522.

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: Tightening until something big breaks. Brett Arends, Marketwatch https://www.marketwatch.com/story/fed-tightening-always-breaks-something-s-p-500-will-drop-to-3-800-by-march-warn-bank-of-america-strategists-e86be31e?mod=home-page

PHOTO: NO KNOWN RESTRICTIONS ON PUBLICATION. @BATCHELORSHOW #MrMarket: Do the markets believe Powell will stay the course of tightening?  Brett Arends, Marketwatch https://www.wsj.com/articles/january-jobs-report-unemployment-rate-economy-growth-2023-11675374490

Photo: No known restrictions on publication. London 1885 @Batchelorshow #MrMarket: The bond market hints at ebbing inflation. Brett Arends, Marketwatch  Https://www.wsj.com/livecoverage/stock-market-news-today-01-09-2023?mod=hp_lead_pos2

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: Gloom  from NY to London to Brussels; Great Britain strikes for wages. . Brett Arends, Marketwatch https://www.standard.co.uk/news/london/christmas-transport-public-services-strikes-cost-london-2-billion-b1047728.html?itm_source=Internal&itm_channel=section_banner&itm_campaign=breaking-news-ticker&itm_content=6

Photo: No known restrictions on publication. @Batchelorshow MrMarket: UK living standards retreat six decades: Brett Arends, Marketwatch https://www.ft.com/content/5f081f77-ed30-4a06-864e-7e4cc3204017

Photo: No known restrictions on publication. @Batchelorshow #MrMarket:The ECB also gets it wrong. London raising taxes. Brett Arends,Marketwatch https://www.telegraph.co.uk/politics/2022/10/31/sweeping-tax-rises-everyone-rishi-sunak-prepares-rough-road/

Photo: No known restrictions on publication. @Batchelorshow #UK: Truss exiting and Johnson flying home at 9-4 odds for PM. Brett Arends, Marketwatch. https://www.telegraph.co.uk/politics/2022/10/20/could-boris-johnson-make-world-king-comebacks/

Photo: No known restrictions on publication. @Batchelorshow #UK: #Conservatives: Spill speak in London.  Brett Arends, Marketwatch. https://www.telegraph.co.uk/politics/2022/10/14/liz-truss-clings-power-axing-kwasi-kwarteng/

Photo: No known restrictions on publication. @Batchelorshow #UK: The Truss government U-Turn & What is to be done? Brett Arends https://www.telegraph.co.uk/politics/2022/10/03/liz-truss-news-kwarteng-45p-tax-conservative-conference-updates/

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: The Market fails to believe that cheap money  is over. Brett Arends, Marketwatch https://www.wsj.com/articles/global-stocks-markets-dow-update-09-23-2022-11663930088

Photo: No known restrictions on publication. @Batchelorshow #UK:#EU: #Japan: #Switzerland:  Dollar Supremacy at the eve of Winter Recession. Brett Arends, Marketwatch https://www.bloomberg.com/news/articles/2022-09-16/rampant-dollar-has-room-to-run-as-fed-gears-up-for-more-hikes?srnd=premium-asia&sref=5g4GmFHo

Photo: No known restrictions on publication. @Batchelorshow #MrMarket: Bear Market crash. Brett Arends, Marketwatch https://www.wsj.com/articles/another-inflation-jolt-for-markets-consumer-price-index-federal-reserve-biden-administration-11663107459?mod=hp_opin_pos_1

Photo: No known restrictions on publication. @Batchelorshow #UK: The energy crisis, the Parliamentary scramble and the passing of the beloved monarch all at once. Brett Arends, Marketwatch in London https://news.yahoo.com/king-charles-meets-prime-minister-193400994.html

Photo: No known restrictions on publication. @Batchelorshow #Markets: Powell gets it right so far; Bears get it wrong so far. Brett Arends, Marketwatch. https://www.reuters.com/article/usa-fed/wrapup-6-fed-jacks-rates-again-powell-vows-no-surrender-in-inflation-battle-idUSL1N2Z71DY