Michael Lebowitz

But if you'll just pay attention and focus on the fundamentals and the technicals and what markets are telling you, you'll do a lot better over time.

Okay, so having said that, let's jump into what you need to know before the bell this morning so we can get to Michael Lebowitz and talk about Fed policy mistakes, because that's so exciting.

I'm just joking, Mike.

I'm just joking.

So just be patient and wait, and you'll be fine.

That's what you need to know before the bell this morning.

We'll come back, pick up with Michael Lebowitz.

We're going to talk a little bit about the Fed policy mistake.

So, uh, but we're gonna get through the show this morning.

Michael Lebowitz's joining me as well.

We're gonna talk about interest rates, the Fed, uh, after yesterday's CPI report.

Came in hotter than expected.

Um, you know, and then kinda just manage the, the portfolio from there.

Okay, that's what you need to know before the bell this morning.

We'll come back, pick up with Michael Lebowitz.

We'll get into the Fed, interest rates, CPI, PPI, all that coming up right after the break.

We'll discuss that tomorrow, what that means for the Fed.

So we'll do all that tomorrow, uh, morning with Michael Lebowitz.

Uh, also get subscribed at our website, realinvestmentadvice.com. We send out our newsletter every Saturday, and, um, you know, it'll be there for you.

So again, just subscribe to the website.

We send it right to your email inbox every Saturday, give you some weekend reading, get you ready for the next week.

It's all at the website, realinvestmentadvice.com. You guys have a great day.

We'll see you back here tomorrow with Michael Lebowitz.

[upbeat music]

So we're gonna have a lot of, a lot of activity over the next two weeks to kind of focus on, and that's gonna certainly be moving markets.

Yesterday, you know, we, we saw a 10-year auction that came off, and we'll talk about this a little bit of, uh, a little bit with Michael Lebowitz, but yesterday we had the, uh, 10-year bond auction go off.

It went very well, a tremendous amount of demand.

Today we've got a 30-year bond auction going off, so once we kinda get through that ...

But again, if we can start getting past this bond auction and start getting rates to pull back a bit, that should help support some of this rotation into other areas of the markets and maybe hopefully start to expand the breadth overall a bit as we move into quarter four.

All right, that's what you need to know before the bell this morning.

We'll come back, pick up with Michael Lebowitz.

We're gonna talk a, a bit about Lorie Logan, interest rates.