A New Sheriff in Town…
2:00 AM CDT The Federal Tariff Court Ruling kind of throws more fuel on the stock rally fire. Last week Longterm Bonds put in a bottom, but one probably doesn’t want to get too heavy there yet as stocks are…Continue Reading →
Archive for May 2025
Bullshit Rally Coming up…
Following up on comments of the past few days. the May 12 launch into a big bullshit rally is in play. It has a lot of volatility at its core as nothing is real. In essence it is based around…Continue Reading →
Doomsayer’s Week…
Now that all the doomsayers are on board, including the infamous Jamie Dimon, I am watching for the 84.88 signal in the TLT ETF, that is the swing point between the October 2023 and April 2024 lows. Longterm bond investors…Continue Reading →
Update on using Research…
Following up on analysis comments made yesterday It appears to me that we may be basing for an upside breakout of stocks based on bullshit, tax cuts, and de-regulation productivity boosts (which will probably be muted at best as the…Continue Reading →
Some Research Highlights…
As I mentioned a few days ago, with the first quarter real numbers on GDP, monetary numbers and prices now out, I am in the process of updating the January 7th 2025 forecast piece on the front page of the…Continue Reading →
Turning into an Interesting Day, late update…
This is turning into an interesting day, maybe Moody’s unleashed some strong spirits. The composite (02Y+ 05Y +10Y+30Y) average seems to have topped out. See weekly based bar chart here. Also, Bitcoin is having an outside day and is lower…Continue Reading →
Talking out of Both Sides…
We have all heard the term, talking out of both sides of your mouth. That is what we have seen in Washington for years, especially after Bernanke juiced the plot in 2011 with QE. That fact is money is the…Continue Reading →
Euphoric Backdrop…
Fascinating interview on CNBC this morning. CISCO CEO Robbins talking about how people and corporations will keep buying into kind of a climatic euphoric event. This is probably a good way to look at where the market is at this…Continue Reading →
Things are Setting Up…
A lot of information has spewed forth during the first 100 days of Trump. 2025 Forecast Update; With the first quarter real numbers on GDP, monetary numbers and prices now out, I am updating the January 7th 2025 forecast piece…Continue Reading →
Automatic Model Equilibrium…
Forward monetary market driver changes this morning, i.e. interest rates, yield curve, dollar, are bringing a negative vibe to the market equation. The only thing that can overcome that negativity is animal spirits, i.e. the Market Multiplier, initially this measure…Continue Reading →