The theme we have been seeing, where deficit thinking is driving the upward move of the markets is being tested today. The April7 low remains as a marker, we have seen a good bounce. Depending on the market the RSI…Continue Reading →
I am adding another weekly letter from John as to me he does a really good job of telling the whole story. We will continue during the week to focus on factors that allow one to react to these inputs….Continue Reading →
It would appear that our posts of Wednesday and Thursday are kind of on target. The market is embracing deficit/inflation induced price hikes on pretty much everything including stocks. For myself, I don’t really buy that tariffs are inflationary in…Continue Reading →
This today from Peter Schiff, one of the smarter people on X, maybe because he is almost as old as me. For decades we as Americans have lived beyond our means by consuming far more than we produce. To make…Continue Reading →
Everyone learned a lot yesterday. Things are following the theme we made yesterday morning before the opening. Trump’s goal to reduce the deficit has been thrown under the bus. Manipulation out of Washington is out in front of everything. Tariffs…Continue Reading →
Here is what one has to ponder in todays market environment: First, everyone is on their own at this juncture, there are no safe choices. The market did reach a Macro Value area last Friday. The tariffs are going to…Continue Reading →
Speculative short-term garbage buying is dominating action today. The market is back to its old ways prior to Feb 23. The model points to treading water at the moment with positions that have at least a six-month life span.
Last Friday our Climate Tech Model pointed to the fact that based on what everyone knows at this point, the markets have declined into an oversold value zone. What is important now is the actual impact of the tariffs and…Continue Reading →
Shay Boloor MY OPEN LETTER TO PRESIDENT TRUMP The frustrating part is that I was on board for a reset. Truly. I’ve said it publicly. I’ve written about it in this very feed. I understood the need for a detox….Continue Reading →
John Mauldin The Tariff Recession April 5, 2025 Good news: Tariffs will not make the world end. American businesses will do what they do best, which is adapt. While the probability of a recession has increased, we always get through…Continue Reading →