Here is a preview of the setup we see for 2025. Projections and analysis will follow on January 9, 2025. The information for the annual projections model will be a continuation of what we have presented for the past 16…Continue Reading →
We plan to have our 2025 Macro Model Projections posted on December 27th. I can say that from an early review of the analysis that the overall pattern is as follows: At this moment we are in the Trump Reset…Continue Reading →
My guess is that the 5300 area of the S&P is the first real support level. That is down about 15 % from recent highs. Our 2025 Projections are getting closer to publication, maybe this weekend. Following through on today’s…Continue Reading →
We continue to work on our 2025 Macro Projections and one thing that is jumping out at us is the multiplier that we use to forecast the various components; S&P, Nasdaq 100, Bonds, Commodities, and Gold. And that is the…Continue Reading →
Back on November 12, we talked about the stocks that big guy holders believe will be treated very favorably by the new administration in terms of taxes and regulation. While our model had shown the tech and chip stocks were…Continue Reading →