Fed is minor actor compared to macro drivers of economy (4-minute video)
The Goliath banks are winning again (4-minute video)
5% plus bond yields reflects confidence in economy (7-minute video)
August CPI lowest since 2021 but headed higher (3-minute video)
Wage and spending growth accelerating from bottom (6-minute video)
Overweight stocks and underweight bonds (4-minute bonds)
Fed rate hike must be done to reign in inflation problem (5-minutes video)