Archive for May 2021


Repeating from yesterday.. First Number – As I keep saying, there is no question that the real economy, the Main Street Economy, is still in improvement mode and will take on the eventual infrastructure buildout. Second Number – On the other hand,…Continue Reading →

The Dollar

While the technical trends are down, a likely up move in interest rates is looming and it is hard for me to see the dollar falling as money pours into US Bonds as US seeks funding of its massive deficit.

Things are Happening

In the background the slow rollover from Speculation to Value is occurring. Over the weekend I was going to put together a wide array of charts that illustrate where we have come from and the economic picture that has evolved….Continue Reading →