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Four Play

By Tim Knight - 3 weeks ago (29, Apr 2026 1:57:11 PM)

The “big four” announced, and if you watched my tastylive show, I nailed it. I said Alphabet would probably keep going up, and yep, it did.

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The Brodsky Quartet

By Tim Knight - 3 weeks ago (29, Apr 2026 12:00:00 PM)

Here are the four multi-trillion-dollar companies announcing earnings this afternoon. I’ve arranged them in order of how interesting them are to my eyes (with META, at the bottom, being the most interesting).

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Anyone Noticing Oil?

By Tim Knight - 3 weeks ago (29, Apr 2026 11:00:00 AM)

It’s astonishing to me that crude oil can be acting like is displayed below, and yet equities just keep whistling past the graveyard.

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Farewell, Jerome

By Tim Knight - 3 weeks ago (29, Apr 2026 10:00:00 AM)

In a couple of hours, Mr. Powell is going to ride off into the sunset. He’s a lucky man. The next chair is going to have to contend with a complete shitshow as bonds plunge and interest rates rocket higher, against all the wishes of the administration.

The TLT, shown below, has been grinding away for years, but it’s clearly an ill beast.

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That Seriously Hertz

By Tim Knight - 3 weeks ago (29, Apr 2026 9:00:00 AM)

The saga in April for Avis Budget (CAR) has got to be one of the dumbest financial events of all time.

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