Thinking Long & Short: An Investment Professionals Podcast True North International Partners, LLP

- The DJIA outperforms the NASDAQ by 9% after posting its best October in history

- Corporate earnings for value stocks hold up as earnings for growth stocks tumble

- Interest rates on bonds continue to remain high as the yield curve continues to show deeper inversions/recession warnings

- American Express reports consumer loan balances up 28.9% year-over-year as inflation continues to impact the consumer

- Value stocks will outperform growth stocks for years

- All recent economic data shows a weak economy and stubbornly high inflation

- Republicans will likely sweep the midterms, which will be welcomed by Wall Street as investors typically like gridlock in Washington

- Stocks get clobbered on Friday to finish a very volatile week on Wall Street

- CPI inflation data comes in twice as high as economists expected as Retail Sales data shows consumer continues to weaken with the economy

- Cyclical and growth stocks continue to get hammered with interest rates and bond yields continuing to rise

- US Dollar Index reaches new high on the year as investors blindly bet on more rate hikes / peak inflation

- Tom Lee and CNBC analysts have been completely wrong on anything and everything in markets this year

- Gold continues to outperform everything (S&P 500 / DOW / NASDAQ / Bonds / Bitcoin) as yellow metal flies below the radar

- OPEC production cuts keep oil prices propped up amid recession fears 

- Pepsi reports 17% Y-o-Y increase in product pricing as they beat earnings estimates along with JP Morgan, Wells Fargo

- The Federal Reserve is behind the inflation curve more now than they were at the start of 2022

- Nonfarm Payroll Report causes ugly sell off for stocks 

- Some of CNBC analysts' favorite stocks have been clobbered this year with more downside to come

- Extremely high auto loan growth shows how weak the consumer is and how easy credit conditions are continuing to cause inflation

- S&P 500 is forming very bearish technical patterns as fundamentals for stocks continue to worsen

- If corporate earnings don't take down the stock market, inflation & higher interest rates will

- US bond market continues to show major weakness as yield curve inverts even more with rising rates across the board

- Labor market is much weaker beneath the surface and so is the US economy

- Stocks close the week with big losses to finish worst September for stocks since 2008

- Higher interest rates could cause a lost decade for stock and bond investors, 60/40 portfolio having second-worst year ever (1931)

- Bank of England becomes first major central bank to pivot from its inflation fighting policies

- The bond market will continue to drag the stock market down, Fed pivot becomes more imminent

- The Fed has pricked the debt bubble it created in 2008, Financial Crisis close on the horizon

- Inflation is only just getting started, input costs and slowing growth putting downward pressure on stocks

- Stagflation will make stock and bond returns resemble the 1970s decade

- Stocks make new yearly lows as S&P 500 closes the week down 23% / NASDAQ down 31% in 2022

- Powell delivers hawkish speech with 75 bps interest rate hike, projects pain for labor market and the economy

- Businesses are still experiencing cost pressures that they will pass on to customers in 2023

- Interest rates will derail the housing and stock market, but not inflation

- Mortgage rates have only just started their rapid rise, a substantial housing market correction is imminent

- Stocks are still way too expensive historically and are headed much lower in coming months

- Bulls throw in the towel and reduce S&P 500 price targets, but still remain clueless on market risks

- US stocks post massive weekly decline on recession fears and higher inflation data

- FedEx posts 33% miss on earnings, CEO warns of global recession as company lays off 34,500 employees

- All economic data is showing stagflation across the global economy as recession gets worse with rising inflation pressures

- Investors still remain complacent to how high interest rates will rise, bonds/stocks/houses still remain completely overpriced (30-40%)

- Prices are 15.4% higher in past 27 months as measured by CPI, despite the government's effort to conceal the real housing market inflation

- Mortgage rates have increased the cost of home ownership by 42%

- Foreign investors are showing less buying demand in US Treasuries and US stocks, leading to higher bond yields despite the Fed's reluctance to sell its bond holdings