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The Big Mystery

How much of the current value of the stock market is due to manipulation? A lot of strange things have happened since mid 2018.

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Casino Economy Ending ?

A period of sacrifice, at least that is what it will feel like to all those enthralled with the casino economy. Biden has a lot of work to do to rebuild this country before we can have a roaring economy….Continue Reading →

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Stretched Analysis

We are seeing the end of 40 years of Financial system arrogance, especially the 10 years since Bernanke’s QE 2 in 2011. So we are seeing PFE, Peak Financial Engineering, there is no other way this could have played out….Continue Reading →

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2021 Outlook

Good morning, it is Saturday after a tumultuous week. Before going to work on my version of the 2021 outlook I did what I do every Saturday morning, I read John Mauldin’s weekly letter. As usual it is a worthwhile…Continue Reading →

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Post # 2 today. Why the Disconnect ?

A lot of talk about why the stock market is ignoring what is happening to the country, To me the answer is real easy. No one believes the core message that Democrats have put forth. No one believes that the…Continue Reading →

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What we said in July 2016

Here is what we said on July 25, 2016 I find it interesting going back and looking at maybe our most important blog post of the past 5 years. We got a lot of it right especially the bottom line,…Continue Reading →

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The New World is not here Yet

This morning there seems to be a general feeling of “we missed the bullet”, but have we really. Trump is subdued, his Proud Boys are humiliated, but reality is, this third of the population is not going away, they will…Continue Reading →

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This is a Cultural Turning Point

We are seeing the end of 40 years of moving money away from the people. Today we are seeing the final reaction to a black man winning a Senate seat in the old Confederate South, a first. Markets are on…Continue Reading →

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COVID and Trump, a toxic mix

Yesterday’s market action was a little warning, but with all the excess trading dollars built up over the past 40 years, it is easy to get bounces like today. By the same token, market risks are multiplying at an enormous…Continue Reading →

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Follow The Trend or Not

As they say, “the trend is your friend until it is not”. With that said we will set aside the meltdown risk window of 30 to 60 percent on stocks which could happen at any time Instead we will look…Continue Reading →

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Round One

We are talking about the Macro environment which depending on your criteria, started in 1980 with supply side trickle down economics, or 2011 with Bernanke’s QE 2, 2017 with Trump’s tax cut for the top, or 2019 with Powell’s capitulation…Continue Reading →

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The Fang / Nasdaq Dilemma

A Special Report: Pundits these days scoff at talk of a massive, maybe 40 to 70 percent decline in stock prices in the coming year. A look at the FANG / Nasdaq stocks illustrate how easy that could happen. All…Continue Reading →

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Are there limits to anticipation?

Economy is kind of at a standstill. Money that is being lost in the economy is being barely offset by the FED, and the current so called stimulus bill held up by and now ok’d by Trump is not going…Continue Reading →

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Merry Christmas, Happy Holidays

Enjoy Christmas Eve 2020.

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A Sense of Balance is slowly Returning

We are just starting to see some glimpses of what a more balanced economy will look like. The lopsided approach that has dominated the country since 1980, when Reagan started the supply side, trickle down movement, is ending, albeit with…Continue Reading →

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