(00:00.474) We’ve spent a lot of time here on the program discussing China, our thoughts on China. And again, we differ a great deal from the conventional wisdom that’s being put out there on both left-wing networks and right-wing networks. I don’t know of any real true straight down the middle journalistic endeavor that that’s […]
Interest rate manipulation by the Federal Reserve consistently raises eyebrows and confuses observers. I often receive queries about this issue after each Fed meeting, and here is our answer: Speculating what the Fed is going to do next is an exercise in futility. The investment world and media loves the proverbial dog and pony show […]
Read Part 1 here. Anyone wonder why cars are so expensive these days? General Motors recently announced their plans to invest over a billion dollars in two Michigan plants to manufacture next-generation heavy-duty trucks. Weren’t they planning to go fully electric by 2035? Why would they be investing heavily in the production of combustion-engine vehicles? […]
This month’s Twitter announcement by Governor Ron DeSantis of Florida was not without its fair share of hiccups. Some were characterizing the whole attempt as botched and unorthodox, but in reality, does it change anything? Regardless of the imperfect execution, hard funds flowed in like we have never seen before. It wouldn’t be an irrational […]
We at Markowski Investments have been trying to drive one fact home for decades: whether it be a proverbial bull market or bear it will never change our core principals nor the objectives for our clients. In other words, we really could care less about conventional wisdom of the day that the chattering classes are force-feeding […]
There is no denying it, economic headlines look pretty muddled these days. A few examples…U.S. corporations are filing for bankruptcy at an unprecedented rate, unlike anything we have seen since 2010. Over 50,000 U.S. stores could potentially shut their doors by 2027, and on top of that, millions of fast-food workers are at risk of […]
(00:00.574) So Donald Trump two part interview on Brett Baer’s program. We’re going to do the good, the bad and the ugly on this one. You know what? We’ll start off with the ugly. Trump all but confessed to mishandling these classified documents in this interview. Even lawyers that have come out and defended him […]
(00:00.394) Yeah, if I was president of the United States, you know what I would do on day one? They would say, on day one. Say what I’d do on day one? I’d Carl Icahn, Washington DC. What’s Carl Icahn, Washington DC? Carl Icahn took over, I think it was a railroad company years ago, […]
(00:00.802) gonna be upfront right now. If you’re faint of heart, this podcast can be a little bit difficult. I’ve said this again and again and again. This program, I don’t sugarcoat things by any stretch. And this one is going to be a bit of a jagged pill going down. That’s okay. And I’m […]
(00:00.494) We made it perfectly clear here on the program. Again, conventional wisdom. What is conventional wisdom? Conventional wisdom is what, in essence, what everybody knows that everybody knows. If that makes sense, you wanna get your arms around that conventional wisdom. Everyone knows to be true, right? Well, we’ve always defied conventional wisdom and […]
