The last day of the month saw more of the buy on rallys / sell on breaks behavior by the market players coupled with their belief that oil is making a bottom. All in all, a volatile combination in the…Continue Reading →
Archive for January 2015
Deflationary forces are quiet and deep. Consumer balance sheets for those under the $ 100,000 median are stagnant with borrowing taking up the slack. Cheap gas will help. We are living in a world where more is being spent on…Continue Reading →
Yesterday saw some significant downturns in the outlook for stocks. For some time we have been talking about the extremes expected as this deflationary macro takes hold. Those extremes that we have mentioned are $ 22 crude oil, 166 long…Continue Reading →
It seems like the Bulls are selling breaks and buying rallys. Many times this is a sign of macro change developing. But then again, the FED is meeting today. Who knows what surprises lie in wait. Market guru expectations appear…Continue Reading →
The FED meets for their January meeting this week. The players seems to be willing to continue to believe in FED magic, as the market this morning is trying to ignore the Greek election news in spite of overnight weakness….Continue Reading →
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The portfolio returns here illustrate the kinds of movement you see around Central Bank artificial money efforts.
Stocks have had their Draghi bounce, now we are set to watch the rest of the scenario unfold over the next few days.
If I thought that 80 percent of what President Obama outlined in the State of the Union message would be implemented, I would get bullish on the US economy. That does not mean that I would get bullish on the…Continue Reading →