I will just list some key points to ponder: On a totally different topic, Monetary Driver Research… in my work on the monetary drivers for this stock market, the steep yield curves is by far the biggest driver, while gold…Continue Reading →
Climate Tech model made some adjustments in its weightings today based on environmental inputs. Allocation to climate based stocks, especially solar and battery, were increased while allocations to tech/AI areas were decreased, cut by approximately a third. In spite of…Continue Reading →
As the consumer economy stagnates and leading edge, discretionary stuff like restaurants, are already starting down, we are seeing the overall Big 2025 AI story develop cracks around the edges Of 27 AI related stocks that we have been tracking…Continue Reading →
On a relative basis there are probably better places to invest than AI at this point. The market action of yesterday and today are critical to the extension of the markets. The driving force around the bull move, AI, seems…Continue Reading →
This is starting out as a strange day, animal spirits spurted up over the last two days to test the recent high level of 3.16, but underlying economic drivers are flat, we are watching closely. One thing stands out, is…Continue Reading →
Over the past few weeks we are rightly seeing our Market Multiplier Index making some important moves. Last Monday, a week ago, it peaked for the year at 3.16. Then Friday after the employment number it dropped to 3.00. Today…Continue Reading →