Here is my simple answer. Having worked in some grassroots efforts back in 2004, I was amazed at the lists that the party had showing likely voters. Here is my guess on what is being missed in the 2016 race….Continue Reading →
Yellen’s comments yesterday are a fitting tribute to “last tries” activity. Essentially she said the Deflation direction is still in place and she is desperate. Market players took this to mean that Risk-On is back in vogue. In my opinion, nothing could be…Continue Reading →
I view the article in today’s New York Times by Nicholas Confessore, copied in total below (for some reason I had trouble with the link) , as one of the best this year in terms of describing the dynamics of…Continue Reading →
After all the irresponsibility of the FED last week the bottom line remains, the Macros are much deeper than the FED fluff that moves daily volatility. Here are the Macros we follow and their Macro trend (listed top to bottom…Continue Reading →
The Fed talks a lot about their dual mandate, the inflation rate and employment levels. And with that approach they have totally ignored a higher level of performance, what I will call “Do the Right Thing”. There low ball approach…Continue Reading →
Nobody said this would be easy. What are we talking about? We are talking about the primary bounce after the Macro Down signal given last June on Stocks. Points to consider now are: We are seeing the dollar now testing…Continue Reading →
Today’s FED decision shows that they are not U.S. data dependent as mandated. Now they are basing their decisions on Global conditions and that message is that the fear of Global deflation is taking over. We are increasing long T-Bond…Continue Reading →
By every indicator that I follow, the FED should raise rates today and aside from the indicators maybe the two biggest reasons to raise are the abuse of power and inequality that results. As Larry Levin of Trading Advantage says:…Continue Reading →
As we said back in our February 25th post, the markets are building a pivotal structure that should culminate on March 16th. In a world economy that has been dancing to Central Bankers for a long time, the moves and…Continue Reading →
Asher Edelman was a guest yesterday on CNBC’s Fast Money. Asher for those of you that don’t know him has been a factor in investment and markets since the early 1980’s. Here is his response to a question on who…Continue Reading →