We should continue to see decent employment numbers on Friday December 10th. Technically, we see a market becoming heavily oversold as the bears pile on and the bulls sit and wait, ready to run the table on the upside. Real…Continue Reading →
MY view, most of the economists out talking the bear story are missing two important factors. Consumerism as a lead demand factor is waning, companies based around selling crap are in trouble. Climate Tech is the focus of the new…Continue Reading →
Kind of a bounce type, waiting kind of day, I don’t have much to say. The FED remains in control of everything that is happening, at this point no indication that they will show the patience to allow the big…Continue Reading →
September 2021, for anyone paying attention, is when the markets started to unravel. Yet today, some 18 months later, all these hotshots are screaming crash. Here is the chart of the economy since 2009. Here are all the screamers….
This is a wrap-up after the close. The 2023 stock market is more about upward production surprises than upward inflation surprises. 2 % inflation is just an old dream. Today the GDPNow model estimate for real GDP growth (seasonally adjusted…Continue Reading →
NVIDA which is the second largest stock position in our Climate Change Trading Model is an example of what we have been saying, handling climate change is a “chip” project. There is a lot to figure out and calculate. Yesterday…Continue Reading →
We track the Macro Economy using an algo with market data inputs; SPX,NDQ,RUT,CRB,DXY,GLD,US02Y,US30-US05 YC. Recent points, a low Apr 2018, upturn Jan 2019, High Aug 2020, downturn Sep 2021, low Nov 2022, stimulus blowoff Mar 2020-Jan 2022. A couple of…Continue Reading →
It appears the big money shorts who have been fighting the tape for the past eight months have come together over the long holiday weekend. Here are some of the headlines that Morgan Stanley, Bloomberg, and Larry Summers are putting…Continue Reading →
Jamie Dimon and Jim Bullard, the JP Morgan / Fed Gov, doomsayers got a bit over their heads since January 9th, with their negative talk. All the hysteria over the January PPI numbers, which were a little higher than expected,…Continue Reading →
This is where the growth crowd has the power to take on the Depression crowd, GDPNOW today confirmed a 2.5 % 1st qtr. Question is, do they have the guts. CNBC’s poll tonight showed 36 percent of the viewers believed…Continue Reading →