Comments below from 6 weeks ago. Now model is lightening up a little on the chip sector and moving money towards other areas of the Climate Tech area, Solar and EV. NVIDA which is the second largest stock position in…Continue Reading →
We are now in what I would call the potentially early growth realization stage, lots of words but that is where we are. I continue to be working with the premise that inflation topped around Jun of 2022. I look…Continue Reading →
Those are the two things in your windshield this week. Just following through on last Friday’s comments. This will initially create a headwind for stocks. Just be patient, we have time to see the S&P push through the 4300 area….Continue Reading →
Traders seem to be concentrating on fighting the FED’s latest screwup, ie, the banking and commercial real estate areas, while the economy moves forward. GDPNow for first quarter just released, 3.2 percent — March 24, 2023. Plus, from all I…Continue Reading →
Late comment @ 1:45 PM CDT I obviously am optimistic about the direction out of this stage of the bottom formation that started last May 11 and with the average trade price on the S&P since that date of 3941…Continue Reading →
My view is goods inflation has been in the process of rolling over along with home rental rates. Services inflation is not going anywhere, it is in long term catchup mode. The FF trading high of 5.013 will probably be…Continue Reading →
What is going on? All this impending doom talk, that is so much two years late, that’s what should have been happening on May 3rd 2021, not now as the process towards stability and real markets is unfolding. So maybe…Continue Reading →
See Monday Morning trading updates below: Regardless of how the bears want to spin the story, the fact is 3 month interest rates are not going to 6.0 %. The FED may raise rates 0.25 at this week’s meeting but…Continue Reading →
Here are two articles on the SVB and banking issue. One by John Mauldin who long-term readers will know is someone I respect, and one by a writer at WSJ which close friends know I quit reading when Murdoch bought…Continue Reading →
It feels like a bad vibe is setting into the markets, the wrongs stuff is rallying this week, old tech, while the New Economy stocks are sucking air. The model is keeping all the New Economy stocks and dumping the…Continue Reading →