Third time may get the job done. The 82.96 upside trigger level on the Bond ETF TLT was hit again today. All of the smart people saying manipulation of the yield curve is intellectually a bad thing are correct. And…Continue Reading →
I will start today’s comments with this overview by Market Screener this morning. It seemed to cover the highpoints well, my thoughts on those comments follows. The final week of August will test three of the market’s strongest convictions: that…Continue Reading →
Solar panel prices have fallen 90 percent since 2010, making solar the cheapest form of energy on Earth. Early German subsidies and Chinese manufacturing scale-up set off a cost spiral that still drives 80 percent of the global solar supply…Continue Reading →
Looking at the 5 year interest rate, to me a good middle of the road measure, a bit away from FED influence, rates started up in March and echo the Iran conflict. If the administration wants rates to soften, the…Continue Reading →
I have been pointing out that the Bond Bears have been mounting a massive short position since July 8th when the TLT contract moved down through 84.88. That means the TLT median position point during this position buildup has seen…Continue Reading →
The Bond bears have pushed my TLT trade into the Hedge category. This is ok, it will be a positive when the Tech/AI crash comes in 2027. In the meantime our model continues with its Tech/AI/Green focus.I will say that…Continue Reading →
What we are entering is an event that can be best called the “Poverty Games”. They will probably last up into the election. These games will illustrate how manipulated government debt based markets can push asset prices to unbelievable levels…Continue Reading →