Climate Change Model signal…

Climate Tech Model has signaled to remove short hedges this morning at 8:45 CDT, it is now naked long.

Also noted is that interest rate declines over the past two days are actually at this point raising the “Animal Spirits” indicator.

Update at 11:00 A.M. during Powell interview today…

Powell did a good job of standing back and trying to be a stabilizing force.

I view this time in the Trump Administration to be as they say on the farm, ” just throwing shit against the wall to see what sticks.”

And I will repeat what we have been saying in essence during this first “100 Days”. I don’t think the Trump Program will be positive for production, i.e. GDP, but that it will be positive for volatility. As such we will see unprecedented market gyrations as fake news out of Washington will predominate. At some point in the next couple of years there will be a market crash, with the obvious 4400 S&P target being just a waypoint but with the possibility of 7200 being seen first as the craziness unfolds. Deflation will be the end game.

The tragedy of this Administration is being felt primarily in the health of its people, the crushing of the NIH and CDC is devastating. And the other thing that is crushing the country is the total ignorance of the climate issues that are growing.

After the Close Comment…

The Climate Tech Model Portfolio, (EV, Solar, Biotech, and Battery stocks) held their own today and actually gained 4.0 % during the day after the hedge lifting signal in Short Nasdaq SQQQ ETF was triggered early this morning. As such this may be a much-awaited turn in small cap stocks vs Tech, see the RUT / NDQ chart here. This ratio is one of the ingredients in the Climate Tech Model Algo.