The following is a more indepth version of what I posted earlier this week. Over the years I have mentioned the book Neil Howe and William Strauss wrote back in 1997 “The Fourth Turning”. Neil Howe wrote a sequel which…Continue Reading →
We are in a Real Bull Market. Powell doesn’t want to fuel a Boom and Bust like the bears are calling for. We are going to go slow and steady with the knowledge the Fed Funds rate is too high…Continue Reading →
The New Economy is lifting its head today. Our model with its core holdings in Green Stocks, EV, Solar, Infrastructure, Biotech, and Battery is following the Green Seasonal. The seasonal of selling green during cold weather and buying green as…Continue Reading →
Over the past year the creation of AI and all the chips needed for it have been center stage. Now we move into the implementation stage, where growth will be a result of how individuals and companies improve their efficiency…Continue Reading →
As we outlined in our annual forecast a few weeks ago, the first quarter of the year, maybe even the first half, will be difficult to negotiate. Growth will be stronger than most market participants expect. Market interest rates, (the…Continue Reading →
The Fed Funds rate, which I call the Message rate, ie. the FED message of rate direction via the differential between it and the average market interest rate (2Y+5Y+10Y+30Y)/4. Here is a chart of that differential since 1989. It is…Continue Reading →
Here we see our favorite chart of average interest rates, the average of the (2Y+5Y+10Y+30Y). What we see is a confirmation that rates are not going down due to recession forces, they are just going to hang around here, the…Continue Reading →
I see the Saturday morning talkers being obsessed with the US Deficit, Mauldin, etc. In the moment, yes that is a concern. But where has a lot of our money gone since 1973, oil. Here is what Bing says about…Continue Reading →
Now that the early 2024 staging is set, it might be time to step back and look at the Big Picture as expressed in market prices up dated this morning, January 12, 2024. As I have done occasionally in the…Continue Reading →
It appears that posting Guru’s on X feel that signals are being provided by the market, most apparently bearish, and all of us are being admonished to pay attention. Why would anyone pay attention to what traders and investors are…Continue Reading →