Jack waxes eloquent on why it’s NOT a 1999 steroidal equities rally with such modest P/E ratios. Rohr International’s Alan Rohrbach joins him to note how some aspects are similar to 1999, and how the E in P/E is the vital factor… along with discussion of Europe, Asia, and the key S&P 500 future trading levels.
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Today on The Larry Kudlow Show, Larry talks with Congressman Jim Jordan(R-OH) about the IRS scandal. Senator Ron Johnson(R-WI) calls in to talk with Larry. Arthur Brooks, author of “The Road to Freedom: How to Win the Fight for Free Enterprise” joins the show. Our great friend Robert Costa, Washington Editor for National Review also joins Larry. More great guests include Jim LaCamp, senior VP and portfolio manager at Macroportfolio Wealth Management, along with Jack Bouroudjian, author of “Secrets of the Trading Pros.” Bob McTeer, Distinguised Fellow at the National Center for Policy Analysis in Dallas, joins Larry to give us a lot of great information. As always, the Money/Politcs Panel with James Pethokoukis, Steve Moore, and John McIntyre. All this and much more on The Larry Kudlow Show!
Jack and the Mayor, Aaron Reinglass, discuss stocks,bonds, inflation and the new all time highs in stocks.
Jack reviews the ways in which available capital is seeking higher returns in the equities, and it may become a bit of self-fulfilling prophesy on near term waves of investors finally coming into the market. It is both a forced financial event driven by the central banks’ low interest rate policy, yet also an acknowledgement that the economic data is getting better. As Alan Rohrbach of Rohr International adds, “Good news is good news.” That shows up in a lot of ways which Jack and Rohr discuss, yet with just a bit of caution coming from the commodity markets and Australian dollar.
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Today, Jack talks about the Fed Chairman’s press conference from Friday and how the effects it has on asset allocation across the board.
Jack explores the fine points of ‘market psychology’ that are more important than usual with the equities at new all-time highs. Alan Rohrbach of Rohr International joins him with some interesting macro-technical perspective… especially on the key indications that can sharpen price level expectations in this ethereal new high ground.
On today’s show, Jack talks about Friday’s great employment numbers and Doctor Art Leffer’s surprising bullish comments. Also, why to stay long in May.
Today on the Larry Kudlow Show, Larry talks with Congressman Peter Roskam (R-IL). Also on the show is Robert Costa, political report for The National Review. Jack Bouroudjian, author of “Secrets of the Trading Pros” joins Larry. Monica Crowley, author of “What the (Bleep) Just Happened . . . Again? The Happy Warriors Guide to the Great American Comeback” joins the show. Another great guest is Karl Rove, author of “Courage and Consequence: My Life as Conservative in the Fight.” As always, the Money/Politics Panel with Jennifer Rubin, John McIntyre, and Steve Moore. All this and much more on The Larry Kudlow Show!
Another spin around the world with Jack and Rohr. Jack begins by noting the now extreme anomaly of strong equities being matched by still strong government bonds. That takes them through discussions of Europe, the likely ECB rate cut on Thursday, China’s economic evolution, and right back to what it means for the Fed, the economy and the US markets.
For a brief video review of charts and other insights related to that click here.