Chuck Jaffe

@CharlesRAAII on #AAIISentimentSurvey showing optimism falling hard, creating big bullish-bearish gap (a contrary indicator); @vijay_hedges says his Captain Inflation-fighting alter-ego gets a sidekick this week in Kevin "The Hawk" Warsh, plus Tom Bernard on #TheIndexofAmerica.

Eric Stein of  @voya and Bryce Doty of Sit Investment both see interest rates and Treasury yields rising, but not for long, because it'll quickly destroy enough demand that rates will be lower by year's end. Plus @hamrickisms on the impact of peaking mortgage & inflation rates.

@ChuckJaffe @neerajkhemlani Just finished The Coffee Can Investor audiobook. Liked it so much I just purchased the print version. Thanks Chuck for highlighting this on your show. Kudos to @neerajkhemlani and Matt. Have read many multi bagger stock books. This was a fun read and thought provoking.

@ahern_brendan of @KraneShares on China's better-than-Americans-think economic/market outlook, @ToddRosenbluth of @Vetta_Fi makes $REXC his #ETFoftheWeek & @chantel_bonneau on @NM_Financial's #PersonalProsperityIndex, which was surprisingly good despite current economic woes.

Here's why the market feels bubblicious but isn't actually bubbling yet, from Ross Mayfield, investment strategist @rwbaird and the #BigInterview from the 5/14 @MoneyLifeShow :

@ahern_brendan of @KraneShares on China's better-than-Americans-think economic/market outlook, @ToddRosenbluth of @Vetta_Fi makes $REXC his #ETFoftheWeek & @chantel_bonneau on @NM_Financial's #PersonalProsperityIndex, which was surprisingly good despite current economic woes.

Andrew Almeida of @XYPNOfficial says the risk of reacting to geopolitics are as big/bigger than standing fast and keeping your portfolio on plan. Brendan McCann on @MorningstarInc's 2026 #USFundFeeStudy, + John Barr of $NEEGX & $NEAGX talks stocks in the #MoneyLifeMarketCall.

@carleygarner is leaning into Treasuries expecting the market to take a turn that could drop $SPX to 5,500, @JohnColeScott on how bad news is impacting BDCs, and why he's not looking to the bottom-dwellers with current big discounts, & author Nick Sargen on #GlobalShocks.

Ross Mayfield of @rwbaird thinks the Fed is done cutting, the market needs to consolidate but can go higher w/out creating a bubble. Plus, @ToddRosenbluth of @Vetta_Fi makes $DRAM his #ETFoftheWeek & @willrhind of @graniteshares $HIPS talks #BDCs in the #MoneyLifeMarketCall.

Simeon Hyman of @ProSharesETF says earnings will power past headlines; likes small caps ($SMDV / $ITWO), buybacks ($BUYB), would ease on emerging markets, Rachel Perez on @choice_mutual's #funeralpreferences survey & @WayneTCFA of @BetterInvesting has the #MoneyLifeMarketCall.

@awells10000 of @sanjacalpha says interest rates, broadly, will be up by year's end, even if the Fed cuts rates (which he expects). His explanation has ties to A.I., as he explains in this clip from the 5/12 @MoneyLifeShow (which also features @MattHarrisCMT). Check it out!

@awells10000 of @sanjacalpha on why interest rates will rise even if the Fed cuts, @MattHarrisCMT says chaos/fear is creating buying opps, Martha Moore on @nabe_econ Biz Conditions survey showing economists see higher prices passed to consumers amid shrinking profit trends.

Vince Duffy of @michigan_public from @SABEW '26 on soft vs. hard data coverage, @vijay_hedges on $GME / $EBAY craziness,  the jobs report & Jane Street Cap, @TheRealDTrain37 @NewConstructs put $ORCL, $AMZN  & $META in #TheDangerZone for issues highlighted by cash burn & more!

Parag Sanghani of @westwood_group $WEEI / $MDST on how war in Iran will boost oil profits & the economy - and hurt consumers - for much longer than you expect,  Matt Freund of @calamos says sentiment is distracting investors from "a positive backdrop for risk assets" & more!

Erik Aarts of Touchstone Investments on how rising oil prices are responsible for higher bond yields, @ToddRosenbluth of @Vetta_Fi makes $PCY his #ETFoftheWeek & Tony Gallea of the Working Profit letter talks value investing in the #MoneyLifeMarketCall.

James St. Aubin of Ocean Park $DUKQ $DUKZ says headlines alone won't trigger overvaluation risk, Andrew Chanin of @ProcureAM_LLC $UFO on how Artemis showed space as the next investment frontier & Allison Hadley on @partner_centric survey on Americans' impulse-buying impulses.

@BradMcMillanCFA worries how supply-chain breaks will impact markets later this year, @MarkNewtonCMT sees a potential 3-5% haircut for the market this month, but likes the longer-term view & Cary SInnett on @AICPA study showing wage/gender gaps in Americans' savings patterns.

@DougSRoberts on what's next for #theFed on rates & governance, @joneslester on an improving #BeerPurchasersIndex, @TheRealDTrain37 @NewConstructs put $BA & $BR (& other earnings missers) in #TheDangerZone & @vijay_hedges on the Street's reaction to @GOOG & $META earnings & more.

Matt Stucky of @NM_Financial talks stocks - and why the market is overcoming headlines/geopolitics - in the #MoneyLifeMarketCall, @jeffcorliss on behavioral traps that derail retirement planning, and @JohnColeScott on the lasting lessons/legacy of the legendary Mark Mobius.

Jason Hsu of @rayliant $CNQQ on the disconnect between markets & headline risks, @ToddRosenbluth of @Vetta_Fi - playing some defense cuz "that’s worked this year" - makes $SCHD his #ETFoftheWeek & Nancy Prial of @EssexInvest $ESCFX talks small-caps in the #MoneyLifeMarketCall.