Archive for March 2025

Climate Tech Model …

Climate Tech Model at current market levels is looking at RIVN, BLD, JKS, RUN, CARR, QS, TWST, BEAM, and TNA for a small cap portfolio. Interest rates and raw materials prices point to higher prices. Corporate CEO’s are looking at…Continue Reading →

Panic Subsiding

Ok, it seems the panic selling is over for now, it seems the market expects de-regulation and tax cuts to push the market higher sometime in the near future. Maybe it is time if you are a speculator, to kind…Continue Reading →

The Theme Continues…

Continuing on with the worm has turned theme. The battle turn in these markets has two sides, the Bull side, where most of the money resides, and which is based around three thing, de-regulation, tariffs, and tax cuts, and the…Continue Reading →

Sentiment Shift…

This morning I just pulled this from my Bloomberg.. Little more than two months ago, the US economy was capping yet another banner year. Economists had practically given up trying to predict the timing of the next recession, with GDP…Continue Reading →