I am seeing more and more headwinds for the economy and the markets at this point. Something has to change, putting up big buildings and sticking a bunch of computers in them does not grow a country. As someone involved…Continue Reading →
Nothing new to say or report.
Quite frankly with what is happening in this country it is becoming difficult to think that the markets are worth paying attention to anymore. Essentially in the markets no one knows what to do in the short term, long term…Continue Reading →
It seems like the people involved in the markets are bogged down in the question, “are AI stocks in a Bubble“. As I keep saying, in a Macro sense that may be true. However, in terms of reactionary trading parameters,…Continue Reading →
Going back to our previous post on January 15th, on long-term interest rates, the manipulation appears to be settling in to place. Yesterday’s sharp bump up on long-term interest rates sets this up. Our Climate Tech Model indicator has now…Continue Reading →
For the first time since December 2024, the 30 year bond is showing signs that the Yield trend could turn down. I do not know how to explain how this could happen only to say it would be the contrarian…Continue Reading →
2026, the year for Outside the Box Surprises. I see the Trump theme of economic and market manipulation running into a wall of his over-reach. In the larger sense, the Trump agenda will no doubt eventually lead to a market…Continue Reading →
I usually try to steer clear of short-term comments on the markets, but with all the developing changes I am going to divert a bit with some short-term stuff I saw this weekend while working on the Annual Picture.
Economic and market forces will continue to be manipulated. This will allow the precarious economic environment to build. Increasing Government debt remains a key factor for driving the situation. I got a little sidetracked this past weekend, did not get…Continue Reading →
The employment report is now history. I do think it is to be noted that our Animal Spirits Index remains subdued, probably due to the fact that Trump Shenanigans remain in the news forefront and precious metals continue to reflect…Continue Reading →