Whether we are talking about Economics, Markets, or Politics, things seem to be building to a Climax through the next 20 days with Super Tuesday primaries and the March FED meeting on the 15th and 16th. Lets take Politics first:…Continue Reading →
Everyone will be getting involved this week. China, Japan, Europe, and the U.S. The drive to keep free trading markets at bay continues. That is translating into some Dollar strength, bounce up in the S&P, and sell off in T-Bonds…Continue Reading →
With all the talk about commodity bottoms occurring in Oil, Copper, Grains, even the precious commodity Gold, it may be time to take a look at one of these markets. Back in our blog of February 10, 2015 we mentioned…Continue Reading →
Starting back on December 29, 2014 the on-balance volume index on the S&P 500 topped at a closing price of 2090. Macro cycle signals turned down in July and the market just sits and waits. So what should one key…Continue Reading →
Stock market investing tends to be tied to either a buy and hold approach or a timing approach. We operate with a timing paradigm based on a combination of technical algorithms and fundamental economics. If one goes back three years…Continue Reading →
It is ironic that the media views the Greek and China events as sideshows to the greater economic environment. We view current market volatility as part of a bigger picture. The move towards deflation which was triggered in 2009 has…Continue Reading →
For whatever reason the three markets where the Macro’s are Bullish, Stocks, Bonds, and the Dollar are all showing signs of wearing out. As we mentioned last week, we exited our long T-bond position, and we are seeing the dollar…Continue Reading →
Most of us no doubt would rather be right than wrong in terms of market direction. What one learns over a long period of time (maybe the time period needed is half of the 72 year Long Macro Economic…Continue Reading →
Casey Research has always been a little “out there”. The “white shoe” crowd will not have a clue when reality hits so a little bit of an outside view may be good at this time. So take a look at…Continue Reading →
The chart above shows five primary market sectors that are affected by FED policy. For this chart we use ETF’s because it facilitates grouping a large number of stocks, commodities,etc into each market sector and therby allows a broad…Continue Reading →