The Stock Market Top One could make the case that the start of the Stock Market Top was the January 2018 fracture time. The average for that month was 2713 on the S&P. Swing Extremes Since The S&P extreme prices…Continue Reading →
The Crash, That IS Our view is that we are seeing an elongated Cyclical top in the stock market. The reasons have been elaborated on at length since the January 2018 Fracture date. Nothing fundamentally seems to make a difference….Continue Reading →
Interest rate Blip The interest rate blip is now firmly is place, and as we have outlined since we dumped our long held bond position on June 20 2019, we have expected a slow upward pressure on rates to the…Continue Reading →
Bigger Fish to Fry This week the markets will be looking at a lot more than earnings, which year over year have been dismal, but through stock buybacks and lowered expectations are being touted as great. Macro Political Scene is…Continue Reading →