Todays 2nd Quarter GDP update continues to show the same story we have seen since the US Tax Changes went into effect, money going into Tech and Equipment buildout with stagnant consumption and exports. That buildout will be good if…Continue Reading →
Unless you are day trader or you are getting out of your long positions, today’s new highs in the S&P are meaningless. Various Fed indicators are starting to show the effects of a one-sided tax influenced spurt. I look for…Continue Reading →
It is a Predictive Factor. 2. Our guess is that the Government Debt Funded Tax Cut economic rally peaked in July, with the August numbers being the start of a rollover that will accelerate in September. 3….Continue Reading →
To me watching sales for Ford F-150’s is the most fascinating indicator of what is going on in the US economy. This Government debt funded economy action has moved into the retail sector as tech has lost its luster. As…Continue Reading →
the Crash, is the important day to know when you are in this kind of environment where things are unraveling and the Market thinks it has its timing figured out. The Problem is that the market cannot know the day…Continue Reading →
First let me say that I believe the Trump administration is right in trying to even the playing field with China, we have talked about this for years. What I do have a big problem with is how they are…Continue Reading →
The big stage of the Fracture is just beginning. To confirm this chart signal, Gold needs to find a floor. Remember we like to live in the Macro world where patience is the number one factor. I guess we needed…Continue Reading →
In my opinion…. Stocks are having a rolling top which started in January with the S&P and is now finishing with the Tech Stocks.. Oil and commodities in general have topped recently…. Gold is bottoming… Interest rates yield spreads are…Continue Reading →