It is with a certain amount of sadness that I monitor the performance of my climate tech model. I made changes to the model after Trump was elected, primarily by unplugging economic inputs, like employment, GDP, etc, and adding intuitive…Continue Reading →
Market activity since Thursday seems to be primarily that the stocks that got beat up since mid-january are finding a footing. At the same time War fears are leading to some selling of more mainline stocks. Here is an aggregate…Continue Reading →
Our model made no new signals today. The core climate stocks remain in a good place and other stocks that are bottoming continued to do that. As to the big players, they still appear to be hanging out in non-tech…Continue Reading →
There are a lot of pieces to work with today. For me, it means going into this day with an open mind and see what jells.