Different game, different play. Five Fed governors yesterday tried to show that they are in control. They lost control a year ago with “transitory”. So forget pivot, there is nothing to pivot. Fed funds at 3.0 % is a good…Continue Reading →
The False All Clear signal is getting a lot of play. It is the line that is used to describe the July Surprise in stocks. For me, I don’t see a FED Pivot as the market is making the adjustments….Continue Reading →
A few highlights of last week’s market could work around ROKU and Walmart. I would say that following the FED and thinking things have not changed on the consumer front will not do you favors. Friday night Bloomberg had an…Continue Reading →