Archive for March 2022

Adjusting

For two years market players did not have to make a decision. Stocks always went up interest rates were always low. Now, today, no one knows what is next, even the FED, that is why flexibility is number one, watch…Continue Reading →

Transition

Continuing on with yesterday’s Flexibility theme and our post of last week outlining a potential move in the markets coming up, I am taking the flexibility position to a possible extreme with a short position in SPX and NDX this…Continue Reading →

Flexibility

That is the key word this week. While we see the potential for higher markets, see our post from last week on the Big Picture, the SPX market is touching a level, 4550 that may provide a little resistance as…Continue Reading →

Powell has it Backwards

Powell’s speech today illustrates why he is in the bind that he finds himself. He has been looking at the inflation problem as a short-term problem, we all have heard the infamous “transitory issue” phrase. Where he has missed the…Continue Reading →

Trading on a Knife Edge

With Friday’s SPX close over 4444, the market is poised to move higher albeit within an atmosphere with a lot of crosscurrents. Maybe four things stand out, 1) Ukraine, 2) Inflation numbers, 3) Economic Activity, 4) FED messaging. First Ukraine…..Continue Reading →