With the huge cross currents evolving we are posting tomorrows blog tonight. I am no stranger in getting on a theme early, well before the 50, 100, 200 day trend lines confirm. In this phase I am concentrating on how…Continue Reading →
The numbers and charts say that it was the end of something, not the beginning. Let’s look at the footprints. The FED made a big mistake by not ending easy money in August 2020. They compounded the mistake by adding…Continue Reading →
We have taken a look at what has transpired in the markets since the start of the Bubble on August 7. 2020. The analysis looks at sectors and how they performed percentage wise during various time frames created by both…Continue Reading →
Everyone is waiting for tomorrow. Powell may find that valuing stability over chaos will help him to bury his past mistakes. Like, saying 3.5 % is where we plan to keep rates for the next two years, put to rest…Continue Reading →
It would appear that the Bubble Creators may not have been that smart. They were financed by the FED, and propelled by a financialization process based around globalization and monetization. Real growth never entered the picture. Now they have no…Continue Reading →
You may recall that a couple of weeks ago we pointed out that the first thing to watch out for will be the 2yr vs 3 mo yield curve, I.e. when the 2yr starts gaining on the 3 mo, that…Continue Reading →
No FED pivot. Today’s consumer price number doesn’t change the expected 0.75 hike at next meeting. We are still dealing with supply side inflation not demand based inflation. The most important thing is consumer prices are the last to change….Continue Reading →
A Bloomberg story published tonight on the dollar and how its strength is affecting world markets could be a catalyst for pushing the FED to rethink how for it wants to go, especially if inflation numbers this month confirm a…Continue Reading →
The central factor in the markets for the remainder of the year is how tough is the FED really going to be if some key inflation factors roll over. By my reading of the total economy charts, which sum up…Continue Reading →
I see us in the Great In-Between period in the markets, the FED is running the technicals, the people are running the fundamentals. The next FED meeting will probably be the last of the FED hikes, then they will just…Continue Reading →