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Archive for December 2014
A Theory that Deserves Discussion
Something to think about as the year comes to the end. 2014_12_29 The Clash of Civiliazations
88-55-22, These are the Major Oil Numbers
The current battle of the FED, in my opinion, is to try and stabilize the Oil markets. My contention remains that Oil is the second step in the Deflation scenario, Commodities were the first step. Oil’s major resistance is 88,…Continue Reading →
Did Yellen Stop the Move towards Deflation on Wednesday?
I don’t think so, but she is making a lot of stock market investors happy for the Holidays and fund managers will maybe look better than they would have on December 31st. Maybe she is really Santa Claus, kind of…Continue Reading →
The Fed Today, Yellen asks for Patience, How Ironic
The only people needing patience are those like me who are waiting for this FED fiasco to melt down. An instant 300 points up in the Dow on her comments doesn’t seem like a patient reaction. Go back to my…Continue Reading →
Everything Affects Everything
The Federal Reserve meets again today and tomorrow. More and more they are being seen for what they are, the tool that has perpetuated inequality through the use of trickle down economics in a government that does not work. It…Continue Reading →
What is In Play Today ?
Back on September 18th of this year our daily post was “The Perfect Ending” which pointed out that the price level of 2022 on the S&P was our calculated end of the bull run from the March 2009 lows. The…Continue Reading →
The Markets……Being Right or Wrong
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 →
What if Oil Averages $ 50 a Barrel Over the Next Three Years
One Macro chart that for me is the best picture of the global economic environment is the Macro Key chart below. Three things pop out when one looks at this chart: 1) one is that Global stock averages have not…Continue Reading →
Trade Timing Inputs….Important news
Mario Draghi’s comments today have provided some important information that will help facilitate the timing of the Long Dollar, Long Bond, Short Stocks macro trade. It is apparent that the German’s are not on board for a European QE forever,…Continue Reading →