Back on November 12, we talked about the stocks that big guy holders believe will be treated very favorably by the new administration in terms of taxes and regulation. While our model had shown the tech and chip stocks were…Continue Reading →

Bitcoin at zero. Could it happen, probably not but it could get close at some point in the coming year. It is an idea with no economic value, totally based on no one selling. Its Achilles heel will be mass…Continue Reading →

Here is something to think about, I hear many conservatives say, since the election, that Trump may not be the Ideologue that the liberals feel he is. What he has is a sense of the direction that the people of…Continue Reading →

Today we saw the completion of valuation pricing of NVDA. The sell signal was confirmed with a lot volatility, but it stuck. Now we move on to pricing of the Tariff effect on the broader stock market. This started on…Continue Reading →

Speculative Demand Index, here is what we use in our model. You can see that it had a pop up on Nov 5 after the election and today declined below the support level. The recent high was on Sept 26,…Continue Reading →

The Markets Fatal Flaw in my view, it is not that Forward P/E ratios are high, it is the expected earnings part of the equation. Turbulent disruptive times do not make for happy strong earnings. As market participants adjust to…Continue Reading →

What is the Neutral Interest rate? First, this is a fascinating day, big macro economic things are happening, and Jim Cramer is instead concentrating on old news, i.e. the Digital Age, the driver of the market for the last couple…Continue Reading →

Joe Biden had a good economy for a number of reasons. First, he was aggressive in getting the FED and the Administration to work together in turning around the pandemic panic. Secondly, he believed that there was a War on…Continue Reading →

The Big Guys seem to be running as the Trump story unfolds. I always watch three stocks to see what the Big Money is doing, i.e. the base where inequality sits. Three stocks are a good representation, KKR, BLK, and…Continue Reading →

Any ideas out there as to why the interim periods between market highs and start of crashes have been getting tighter progressively. So just looking at some monthly data charts I see this: In 1929, Aug 1929 high to Apr…Continue Reading →

Over the past few days, I have wrestled with what all this means. Back in 1996 I switched to the Democratic Party, a big switch from my first election in 1964 when I voted Republican. In 2003 after going into…Continue Reading →

A Note from Barry Lynn “The Corner” President Trump won Tuesday’s presidential elections, and it’s hard to spin any silver lining from the results. After 40 years of destructive pro-monopoly policy by Democratic and Republican administrations, President Biden radical strengthening…Continue Reading →

While all the votes are not counted yet, we have a Democracy and the MAGA Republicans appear to have won. In reality this was not about Trump or Harris, this was about the American people. They know what Trump stands…Continue Reading →

In a sense this election brings into play a number of aspects of Democratic life that got lost over the last 40 years. Equality and peoples rights, especially women are in the forefront along with confronting the preponderance of monopolies…Continue Reading →

Back in mid September we showed our Macro Valuation Measure, part of our Climate Change Model. It incorporates the dollar, 2yr rate, 30-05 YC, gold, oil, and obviously stock prices. Here are the Reviewing chart time frames: 1) Extreme Over…Continue Reading →