Archive for January 2022

Step Back, Macro Time

There are a lot of factors coming together this month. In a sense the numbers, the FED and commentators are finally admitting that the markets are not about productivity and earnings, but solely about the Funny Money pile that commenced…Continue Reading →

The Long Game

Market moves tend to be dominated by short term players. At the moment it appears that we are looking at the second half of the 40-year supply-demand period. Later this week will will post a study that we have done…Continue Reading →

Massive Rotation

As the market tries to make sense of the big question, the debate between Hot Inflation and Developing Recession, things are getting interesting. The first reaction which started yesterday and makes the Pivot value for Monday 1/2/22 close as important…Continue Reading →