The three major Macro influences are starting to move off center. Our Tracking Fund, EXTH, which is long bonds, long gold, short oil, and short stocks is moving close to an upside breakout point. Every time in the past 8…Continue Reading →
The theme of Yellen’s Jackson Hole speech today, before the actual speech, is being described as a speech about how we have reached financial stability. Looks that way doesn’t it, takes you back to being a kid and building with…Continue Reading →
So much for the Donald’s “come home to Jesus Moment”. He went back to his old ways the next day. No doubt his high ego need is focused on how to get his poll numbers out of the 30’s and…Continue Reading →
I will give him a little time to prove himself. He followed the tele-prompter well last night and was quite nervous and out of breath, not much of his basic bluster was allowed. That is good to see in a…Continue Reading →
A Macro Revisit The beauty of looking at life and markets in a Macro sense is that you have a lot of time in-between. You might want to start todays comments by going back to two of our posts from…Continue Reading →
Back before Algorithms When animal spirits reigned and trading floors flourished, the day after a full moon was the time to fade the crazies. So today We had a full moon yesterday, and who are the crazies? While it is…Continue Reading →
The Story I have been on vacation for the past few weeks and have been occasionally checking things on the iPhone. I didn’t see much happening. Same old thing, I read the Washington Swamp was being drained, that may be…Continue Reading →