Picking AI Winners…
While I wait for markets to clear the air that the bond vigilantes stirred up a couple of months ago, I decided to take a deep look into AI players. “Using AI to look at itself, October 2026” Here is…Continue Reading →
Archive for October 2026
Stairsteps Revisited…
A lot of basic volatility has been occurring since the Bond Vigilantes attacked the markets on August 3rd. Interest rates went up and key markets did a little back off, but by and large, major indices have tried to ignore…Continue Reading →
What is Key Now?…
What has been learned this morning, probably that short term interest rates have topped for the moment. I am watching copper closely this morning as it has a high correlation to AI Stocks, it is not acting that well. If…Continue Reading →
Stairsteps to a Reset…
Starting on August 3rd we have seen equity markets follow a stairstep pattern of coming to a reckoning with rising interest rates. I try to keep it simple by monitoring eleven different indices for the underlying movement. At this moment…Continue Reading →