Bulls, Bears & BS
Bulls, Bears & BS is world-renowned financial expert Graham Summers' weekly investment broadcast. A best-selling author and acclaimed communicator, Graham’s cutting-edge investment and economic insights have been featured in dozens of media outlets around the world including CNN Money, Fox Business, Rolling Stone Magazine, Crain’s New York Business, MoneyTalk Radio, and The Huffington Post among many others. In Bulls, Bears and BS, Graham provides a review of each week's most impactful geopolitical and financial events. Thanks to its upbeat and to-the-point delivery this product is perfect for traders looking for concise timely market analysis. This is where Graham really cuts loose with his insights, distilling current events and macro developments as only he can.
Episodes
34 episodes
Fake Jobs Means a Slower Pace of Rate Cuts... And We're Officially Trading Crypto Now!
The jobs numbers for September came in piping hot. Unfortunately some ~90,000 those 254,000 jobs were created in government spreadsheet, NOT the real economy. This deceit, regardless of its intentions, has resulted in a major shift in expectati...
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16:19
The Reflation Trade is Back!
China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are no...
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13:33
Rate Cuts Are Here, Stocks Hit New All Time Highs, But What's Going on With Gold?
The Fed cut rates by 0.5% last week. Many commentators are seeing this as a signal that the economy is in recession. We completely disagree. In this week's episode, Chief Market Strategist Graham Summers, MBA outlines why this time "is differen...
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20:21
The Fed Will Start Cutting Rates Today... What This Means For Stocks and the Election
Following the "growth scare" of late July/ early August, stocks have discounted an economy that will keep growing and a Fed that is about to start cutting rates. Today, the S&P 500 is at all-time highs with the Fed expected to cut rates by ...
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26:08
Has a Recession Arrived or Is It Time to Buy the Dip?
The Sahm Rule has triggered, igniting concerns that a recession has arrived. But is this just another false positive in the current unusual business cycle... or is the economy actually rolling over? Moreover, are stocks about to crater in...
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11:27
Inflation Has Officially Given the Fed An Excuse to Start Cutting
Inflation came in cooler than expected this week. This has opened the door to the Fed cutting rates sooner than expected as rates are at 5.5% while inflation is now at 3%. This is extremely bullish for stocks as even lagging indices (the Dow Jo...
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15:14
Is a Recession Finally Here?
Stocks have closed at new all-time highs in four of the last five weeks. But the economic data has taken a sharp turn for the worse. Estimated GDP growth for the second quarter cratered from 3% down to 1.5% in the last two weeks. And the unempl...
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10:32
Get Ready For a Major Buying Opportunity
Stocks just hit new all-time highs, but I anticipate a growth scare to trigger a MAJOR buying opportunity within the next six weeks.One of the most accurate predictors of a recession is the Sahm Rule. And I believe we'll get darn close ...
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12:37
Is It Time to Get Out of Stocks?
Is a recession about to unfold, crushing stocks?The calls for a recession are growing by the week. However, for those focused on making money from the markets, it's important to note that things are in fact different this time: the pand...
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16:51
Disinflation Arrives... Is a Recession About to Crash the Markets?
The market is sending us clear signals that is it focused on the inflation data, which is trending down. This, combined with a drop in Treasury yields, is signaling disinflation. What does this mean for stocks going forward? And are the recessi...
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21:06
Don't Overthink Things, Stocks Remain "Risk On"
The macro picture is shifting from higher growth and inflation to lower growth and disinflation. This will benefit certain key sectors and open the door to additional profits for those who play this right. However, in the big picture, stocks re...
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13:25
Probabilities Lead to Profits... and How to Think About and Invest in AI
This week we dive into the probabilities aspect of investing... and why you should NEVER bet the farm on a crash. We also explore AI from a technological and historical framework using the build out of the Internet in the late '90s as a referen...
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23:49
Let's Talk About Making REAL Money From the Stock Market
This week we are obliterating some of the myths surrounding the economy and stock market. If you've ever wondered why the economic data doesn't "feel" right... or why stocks go up despite BAD news... or what REALLY matters when it comes to maki...
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23:31
I've Got a New Book Out... and Stocks Are At New All-Time Highs... What Comes Next?
Bulls Bear and BS is back. I am beyond thrilled to announce that my new book Into the Abyss: Life After the Bubble is now available to purchase at Amazon. You can purchase it by
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22:36
The Fed Pivot is Here... the S&P 500 is Going to at Least 5,000
The Fed has abandoned its "higher for longer" narrative and is now talking about cutting rates three if not four times in 2024. There are several reasons for the Fed to do this. Some are HIGHLY questionable. Others are valid. But regardle...
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22:37
New All Time Highs Are Coming
Bonds are telling us that the Fed is done raising rates. The yield on the 2-Year U.S. Treasury peaked in early October and has since fallen from 5.2% to 4.8%. Interest rates are at 5.5%, so the bond market is not only telling us that the Fed is...
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13:48
Is a Debt Crisis About to Unfold in the U.S.?
Bonds continue to break down in anticipation of the U.S. Treasury's Quarterly Refunding Announcement due out next week. We are now getting to the point at which a panic could hit bonds, which would trigger an aggressive drop in stocks. This wee...
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13:16
War In the Middle East and What to Watch in the Markets
War has broken out in the Middle East... and everyone has an "expert" opinion on it. We're staying in our lane this week and focusing on the markets, specifically, what bonds are telling us about the potential for a full-scale crisis. We also b...
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15:36
Warning: We're Getting To the Point At Which Something Major Breaks
Treasury yields continue to spike. Regional banks are breaking down. Bank of America is back at the March 2023 lows. Is a bank crisis about to hit? And what does this mean for the broader stock market.
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10:48
How the Stock Market Really Works... and Where This Leg Down Will End
This week, Graham Summers, MBA delves into the stock market framework he's developed over the last 20 years of its career. He also explains why stocks are finally dropping, where this leg down will end, and what to do about it.
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19:57
Weekly Market Broadcast for 9-18-23
Bonds yields are back at the highs, but stocks are refusing to break down. This week we delve into why this is happening, as well as why the U.S. economy refuses to enter a recession despite the fact inflation remains a major problem. ...
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18:30
Stocks Break Out... But Is Inflation Bottoming?
Stocks have broken out to new highs, but there are signs that inflation, as measured by CPI might in fact be bottoming right now. Moreover, the bond market is finally waking up to the fact the Fed will need to keep rates higher for longer...
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19:28
The Long Awaited Fed Pause is Here. What Does It Mean For Stocks?
The Fed has announced it is pausing its rate hikes at a time when there is clearly too much froth in the system and core inflation remains at 5%. This week we delve into what this means for stocks and other risk assets. We also assess whether t...
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25:21
We Are About to Commit the Ultimate "Guru Taboo"
This week we assess one of the most important aspects of investing: being wrong and losing money. In an industry in which no one openly admits their mistakes and everyone pretends to have a 100% success rate, this is the ULTIMATE Guru Taboo.
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25:29
The Dark Truth About the Debt Deal... and What It Means For Inflation, Stocks and the Economy
Ignore what the media is telling you, the debt deal opens the door to even more spending; $6 trillion, to be specific. In this week's episode we delve into the impact this would have on inflation, the economy, the stock market and m...
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25:29