Yesterdays GNP number showed Government contribution to GNP declining. This has been one of our key contentions for some time, that just the change from increasing government investment to decreasing government investment, no matter the little real amount, changes the macro…Continue Reading →
Well first it doesn’t fit on the page and I am hurring to a meeting. It is the chart of consumer confidence that was updated yesterday. Consumer sentiment does tend to correlate with the macro economic cycle, and this topped in 2000, see chart. …Continue Reading →
The Numbers are unchanged.
The January rally has seemed to be of a nature based on some catalyst of a change in direction in Washington. This change that seems to be perceived is that the House Republicans are being pushed into the background by…Continue Reading →
In our Marketocracy Tracking Funds we remain, short stocks, short gold, short bonds, short commodities, and long dollar. Same positions since September 18th 2012 except for a little additon to short stock position this week.
First, I have to say that with my defensive stance I would be better off trading the economy or total employment than the S&P 500. Why, because the S&P 500 trades off the pain in America. Since 2007 the S&P…Continue Reading →
If you look at the Bubble Count section on our Home Page which we wrote five years ago, the last Bubble is the T-Bond Bubble which has yet to be popped, but it will in the next three years, maybe…Continue Reading →
1488.76, not far from 1489 target. We are adding to short S&P positions.
Time flies and the big things don’t change that much. Since January 22, 2008, the macro issues that led to the crash in 2008 have been papered over and little things have improved but we are not out of the…Continue Reading →
S&P’s are still beating themselves against the 1489 upper trap level. No changes in the Numbers today.