Fed meeting is history. So back to the economy and markets. Here is what I heard Jay say: 1. Forecasts are always conditional. 2. Currently economy has additional uncertainty. 3. Economy feels like it is in a good place. 4….Continue Reading →
The Climate Tech Model closed out the tech hedges today. Core climate positions are doing well today. Model also is looking at last week’s highs of average interest rates on the (20y+10y+5y+2y) average, in the 4.7 % area to decline…Continue Reading →
Take a look at our 2025 Outlook and Projections that we presented a few weeks ago. Essentially it embraces the Trump Euphoria for the first 3 or four months. There is plenty of time to bring out the Hammer. It…Continue Reading →
Hype vs. Reality… The script is in place for all this, if you are a bull on the markets, the Hype period is what one should concentrate on, maybe starting off with DAVOS. Reality will be much different in a…Continue Reading →
The Climate Tech positions are planned to remain the core of our model in the coming year, regardless of the direction of the markets, bull or bear. This in spite of Trump’s dissing of climate change. The weather will be…Continue Reading →
The markets over the next four months will not be driven by economics. Greed manipulated by oligarchs in Washington will rule the day creating surges and mistakes. Take advantage of this time, because the good times will not last. Our…Continue Reading →
As the S&P market heads down towards the 5300 level that we mentioned back on December 19, it is becoming more apparent to more people that the coming Trump administration has No Clue on how to keep the Bidenomics Rally…Continue Reading →
See here on the home page of our site: 2025 Macro Outlook and Projections… – Eureka Perspectives