This is a good time to think back about things. Here are two important things I recall from my mentors, 56 years ago when I started trading on the CME floor.

The three blobs of rot at the core of the coming stock market rally. * Misplaced AI Euphoria. * Government Debt * Supply side Greed Plan: Ride with the whores until you see the whites of their eyes. Here is…Continue Reading →

I think for most people, we can provide a positive impact to your thinking on the markets by focusing on the long-term. I think short-term comments by definition in a volatile market are best found on other sites that are…Continue Reading →

My post of a few days ago, on April 21st, is probably all one needs to think about for the rest of this year, it has the basics, a hot government debt increase based market, and the mid-term battle being…Continue Reading →

And it is not that Trump is going to surprise anyone. we all know who he is and what he stands for. The surprise is going to be on Trump, compliments of Kevin Warsh. Warsh actually understands what causes inflation,…Continue Reading →

While the Model did have a positive day, it did see an opportunity cost in playing it safe at the breakout point. Over the weekend I will go into where things stand for going forward.

Tickle aborted, back to original positions. Entering dangerous breakout mode.

Model signals got just a little bearish today with net signals at -0.11.

On the close the Climate Tech Model, drastically adjusted leverage level downward to 0.40 area from the 2.40 area maintained during this early stage of the stock rally. The overall leverage range of the model is maintained between -3.0 and…Continue Reading →

11:00 AM CDT The manipulated bull move is unfolding. The earlier mentioned lows in the March 29-30 time period are being acknowledged. Market is still in the twitchy area, people are very short-term focused, buying in packs, not so much…Continue Reading →

Viewpoint 1:30 PM CST Markets are trying to setup for an upside breakout soon. At this point about a fourth of the stocks that the Climate Tech Model follows are in solidly bullish patterns. Overall, I would say that the…Continue Reading →

Following up on yesterday’s comments, the macro market indicators overnight rose to some critical areas. The pattern since January 29th points to higher stocks and bonds and a burned out Gold market. Gold is trying to save itself, I doubt…Continue Reading →

Here is my current view, and solution to the Macro picture… Letter to the President: Mr. President, I didn’t vote for you but I do know that your biggest desire is to be known as the best President ever. So,…Continue Reading →

Post at 9:00 AM CDT The market reactions to Iranian War thing have been interesting to say the least especially with the fact that Oil as an energy input has rolled over the past five years in terms of relative…Continue Reading →

To see how Trump’s Bluff and Negotiate strategy works. At the moment, Iran doesn’t have much to lose, no reason to hurry after getting beat up so bad. The real risk to all of the World is that Trump does…Continue Reading →