Insights by Category | AZA Capital Management

Results for category Investing

Chris Recker on TD Ameritrade Network – Apr 5, 2022

CIO Chris Recker discusses the headwinds facing the equity markets as the Federal Reserve looks to combine interest rate increases with quantitative tightening. Recorded 4/5/22.

Apr 05, 2022 Watch Video → Investing

War in Europe

With the Russia-Ukraine conflict breaching into war, the world finds itself confronting an already fragile economic and financial landscape that is now exacerbated by the uncertainty of combat and rising geopolitical tension.

Feb 25, 2022 Read Post → Investing

Chris Recker on TD Ameritrade Network – Feb 18, 2022

CIO Chris Recker discusses the S&P 500 sector leaders which include materials, consumer, and financials. He also talks about how stocks are dropping, heading for a second consecutive losing week on Ukraine-Russia tensions.

Feb 18, 2022 Watch Video → Investing

Chris Recker on TD Ameritrade Network – Nov 2, 2021

Watch CIO Chris Recker on the TD Ameritrade Network as he provides a summary of today's historic equity market valuations and the challenges that would need to be overcome to sustain these levels. Recorded 11/2/21.

Nov 02, 2021 Watch Video → Investing

Chris Recker on TD Ameritrade Network – July 2, 2021

Watch CIO Chris Recker discuss the bubble characteristics of U.S. markets and why it's unlikely these valuation levels can be sustained. Recorded 7/2/21 on TDAN.

Jul 02, 2021 Watch Video → Investing

Dead Money

Fiscal and monetary policy has effectively sacrificed the economy for the stock market's benefit. In the past, similar asset bubbles have resulted in “dead money."

Jun 08, 2021 Read Post → Investing

Market Case Study: 1970’s Remix

A look at possible long-term effects of today's unprecedented monetary expansion and direct fiscal transfers to individuals and local governments.

Apr 08, 2021 Read Post → Investing

R.I.P. Short Sellers

The demise of many short sellers over the last decade might be a canary in the coal mine as central bank policy threatens market function.

Feb 11, 2021 Read Post → Investing

Chris Recker on TD Ameritrade Network - Feb 5, 2021

CIO Chris Recker joins host Oliver Renick to discuss the disconnect between the economy and the markets. Recorded 1/5/21 on the TD Ameritrade Network.

Feb 05, 2021 Watch Video → Investing

Markets and the Economy: Back to Surreality

The economy is witnessing an unholy trinity of false ideas, weakened institutions, and malign interests converging to stymie its long-term health and resilience.

Jan 06, 2021 Read Post → Investing

Chris Recker on TD Ameritrade Network - Dec 7, 2020

Watch CIO Chris Recker on Market on Close discuss the Fed's impact on asset prices and projected returns. Recorded 12/7/20 on the TD Ameritrade Network.

Dec 08, 2020 Watch Video → Investing

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.

Nov 17, 2020 Read Post → Investing

The Road to Recovery

Long term investment – the type that yields a future return - may be the best tonic for real, sustainable growth that creates jobs and lays the foundation for economic strength.

Oct 23, 2020 Read Post → Investing

Chris Recker on TD Ameritrade Network - Oct 6, 2020

Watch CIO Chris Recker on the TD Ameritrade Network discussing current market conditions, risks, and opportunities. Recorded 10/6/20.

Oct 09, 2020 Watch Video → Investing

The Fed's New Look: Same As The Old

The Fed's Monetary Review looks like a continuation of the Greenspan school. If the Fed is successful in generating significant inflation, impacts on markets could follow.

Sep 14, 2020 Read Post → Investing

Recession Caused by a Depression

We are now witnessing the recession that is following the depression. Job markets are troubled. The official unemployment rate in no way communicates reality of U.S. labor markets. Over 55 million initial jobless claims or nearly 33% of February labor force levels have been filed since March 12th.

Aug 06, 2020 Read Post → Investing

Chris Recker on TD Ameritrade Network - Aug 6, 2020

Excerpt of CIO Chris Recker on the TD Ameritrade Network as he discusses economic fundamentals and their detachment from the market rally. Recorded 8/6/20.

Aug 06, 2020 Watch Video → Investing

Chris Recker on TD Ameritrade Network - Jun 26, 2020

CIO Chris Recker appeared on the TD Ameritrade Network to discuss current market conditions and underlying risks. Recorded 6/26/20.

Jun 26, 2020 Watch Video → Investing

Quicksand Economics (QE): Sacrificing Sure Footing

Through massive levels of unemployment and extreme factors pressuring small businesses, the pandemic shutdowns have introduced a new dynamic that could hinder the recovery.

Jun 18, 2020 Read Post → Investing

The High Cost of High Prices

Instead of investing in the future of the U.S. with initiatives that seek a pay-off, recent bailouts and market manipulations will only hamper long-term growth. Is the U.S. heading toward Japanification?

May 14, 2020 Read Post → Investing

American School: A Blueprint For Growth

The U.S. has failed to grow. Doubling down on the policies of the past twenty years is a recipe for further failure. It's time to go American School, again.

Apr 06, 2020 Read Post → Investing

With Covid-19, Who Pays the Price?

The West will face some difficult truths as it confronts this health, economic, energy and financial crisis. We will emerge as a stronger, more self-sufficient and humane civilization.

Mar 24, 2020 Read Post → Investing

Chris Recker on TD Ameritrade Network - Mar 19, 2020

CIO Chris Recker joins the TD Ameritrade Network remotely to discuss the impact of Covid-19 on the markets, economic conditions, and China relations. Recorded 3/19/20.

Mar 19, 2020 Watch Video → Investing

Chris Recker on TD Ameritrade Network - Feb 20, 2020

CIO Chris Recker joined the TDAN panel to discuss the precarious posture of the stock market, deteriorating fundamentals, and coronavirus risks. Recorded 2/20/20.

Feb 20, 2020 Watch Video → Investing

Insights