Republican investors have four days before they need to decide whether to bail out of the stock market because of their fear of another 4 years of Obama. Next Wednesday is their last day of hope, the day when Barack…Continue Reading →
Today and tomorrow the Fund managers will be just trying to stabilize the numbers for end of the quarter.
Implementation of a Macro Strategy 1. Implementation of a macro strategy involves, first a fundamental model of factors, secondly a reliance on macro relative strength indicators, and lastly a view of macro chart patterns. Moving average indicators, a core ingredient of…Continue Reading →
Big Stakes: Inflation or Deflation A betting person would say that the chances of deflation replacing inflation are very low after years of an inflation based Federal Reserve Monetary Policy, in fact the gold market is saying that the probability is…Continue Reading →
The responses in Europe and the U.S. to slow growth/debt/austerity seem to foster a belief that while deflation is a possibility, monetary inflation can triumph and solve the problems. Commentary from many sources on the recent FED actions seems to…Continue Reading →
Since the Fed action we have talked about what the market knows and doesn’t know. Today is a day when the players of “the think it knows group” try to make their case of a stock market in consolidation and are encouraged…Continue Reading →
Assuming that the number is correct, i.e. 47 percent of the people in the US don’t pay taxes, and that a big portion of them are people out of work, people in low paying jobs, and older people on SS,…Continue Reading →
Whatever your market news source, the message since the Fed meeting has been overwhelming, buy everything, don’t fight the Fed, inflation is baked in the cake, markets have to go higher, buy commodities, sell the dollar, and more of the…Continue Reading →
Too bad for Ben. Once again he blinked in the face of a monumental problem. We all know what the problem is, the UNCERTAINTY created by the Republican obstructionist attitudes in Congress. Congress refuses to work out a timetable for a…Continue Reading →
Long dollar, Short t-bonds, short gold, short stocks….may take a few days, weeks, months….