Peter Boockvar – What’s The Key Theme For Investors For The Rest Of 2023?

July 23, 2023

Peter Boockvar, CIO at Bleakley Advisory Group and Editor of The Boock Report, on Substack, joins us to filter through all the day to day noise for investors and focus on the key economic data and market moves. We discuss what to watch for the current earnings season, the theme of higher for longer for interest rates, recession fears being pushed back and the overall health of other countries compared to the US.




Click here to visit Peter’s Substack to keep up to date on his daily market and economic commentary.

    Jul 23, 2023 23:23 AM

    same/similiar discussion on his all important topic..glta…it is the question

      Jul 23, 2023 23:21 PM

      The intentional economic destruction that Bubba describes is exactly what FDR did on a massive scale yet the cannon-fodder-shit-for-brains masses still hail him as one of the country’s great leaders.

        Jul 25, 2023 25:34 AM

        sheeple are brain dead……. Board of Education has done it’s job…..

    Jul 24, 2023 24:58 AM

    I didn’t like the Movie Groundhog Day much less 18-19 months of real-life algos.

      Jul 24, 2023 24:02 AM

      Punxsutawney Phil, childish diversions for people who refuse to grow up. Halloween is another one.

    Jul 24, 2023 24:00 AM

    danger will robinson….volumes shrinking large on spy, qqq,aapl, msft ect…..i do not know if this is the sell…but i do know there are less participants to buy it up more…glta….

      Jul 25, 2023 25:32 AM

      thanks larry…..

    Jul 24, 2023 24:52 AM

    Just a note………from Bix….

    The largest Silver mine in the world, Mexico’s Penasquito Mine, has been shut down for 2 months forcing it’s owner, Newmont Mining, to DEFAULT on Silver Deliveries and declare a “Force Majeure!”

    A huge story by itself but the FACT that Newmont Mining chose to default on the forward delivery contracts instead of supplementing silver from other operations gives us a glimpse into just how scarce physical silver is!!

    BUY! BUY! BUY!

    Jul 25, 2023 25:18 AM

    I bet all the auto manufacturers are loving low commodity prices while they are geometrically expanding EV vehicles. Do they have to pay a commission to The Fed for price suppression or is it just another Transfer of Wealth program. Must be a Cabinet position for TOW.

    Jul 25, 2023 25:08 AM

    Algos are having a tough time with Emo and Magna being up on the same day. Those are used to equalize my account.

      Jul 25, 2023 25:18 PM

      It will be interesting how Emo and Magna do tomorrow … today was an embarrassment for the bots.