Archive for August 2024

Dilemma…

The market has a dilemma, what does it do when it has correctly taken in all the good news and has already priced it into the market values and interest rates? Now the FED will need to catch up. We…Continue Reading →

Conundrum…

When market based interest rates are under the fed fund rate, is there precedence whereby market rates rose soon after the fed fund rate was decreased? Microsoft Co-Pilot answer.. Yes, there have been instances where market-based interest rates rose soon…Continue Reading →

First Bounce Completed today…

Today the Big Dog in this race had close to a 61 % bounce of the recent Great Adjustment decline. Probably enough to signal a consolidation pattern for a while. Model is applying SPXS hedges to portfolio.

Wow…

Wow, Harris picked Walz. That completely flips the economic direction that the country has gone since Reagan started the “Trickle Down/Supply Side/Bernanke Zero Rate” debacle. Growth is headed for the small cap AI applicators, the bottom-up sector of the economy….Continue Reading →