Saturday Morning Musing, Part 1…
This morning, a good cup of coffee, some sunshine, and a market closed for the weekend, makes for a time to circle the wagons. So, what I am going to do first is share a post I made here in…Continue Reading →
Archive for April 2025
Climate Change Model signal…
Climate Tech Model has signaled to remove short hedges this morning at 8:45 CDT, it is now naked long. Also noted is that interest rate declines over the past two days are actually at this point raising the “Animal Spirits”…Continue Reading →
“Animal Spirits”…
“Animal Spirits” an analytical measure that we developed some years ago and use and spoke to in a post here on Tuesday, showed an amazing reading on the opening today. The reading was sharply higher than yesterday’s close and actually…Continue Reading →
Watch Mike Johnson…
Everyone is trying to determine when they should be buying. Traditional analysis would point to the fact that that means we are not close to a bottom. Even Piers Morgan has stepped into the conversation, of course he didn’t have…Continue Reading →
Things are on the verge of getting Serious…
The Tariff Debacle that is now unfolding is marked by some important points. With that in mind I decided to let one of the Chat AI programs take a look at things. So, I posed this question to Copilot AI;…Continue Reading →
Tricky Time…
The next couple of months are going to be tricky. With everyone wanting to be long and already long, you are going to need to be bearish enough to wait for probably unbelievably lower levels to buy, and you are…Continue Reading →
No One has a real Clue, Not even the Donald…
This morning the market hypers seem to want the message to be that Trump will quickly start modifying his Liberation Story for the stock market. Musk’s big defeat in Wisconsin has supposedly sobered the MAGA Crowd. Coming in to today…Continue Reading →
What if Deficits are the Price of being Number One…
Could it be that all the talk of tariffs and everyone moving to a level field is a fool’s errand? If the U.S. goal is really to be on its own, too isolate, and erase the trade deficit, we will…Continue Reading →