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Open Mind

The market is looking for ideas, ideas other than that the economy is going into recession on the backs of a FED led move down. Yesterday we got two signs that the recession talk may be off, with good industrial…Continue Reading →

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SPX 4082

That number is last week’s high. There are a number of indications that last weeks lows were significant levels, but most market participants seem to believe that they will be tested again. I am not so sure. Let’s see if…Continue Reading →

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Watching

Last week was a big week with a lot of opportunities. Now we are watching what evolves. It is good to see one hand in the trifecta of manipulators, the FED and its crossbred team of Black Rock and Goldman…Continue Reading →

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This is not 2000 or 2008

We are not navigating a market that is in economic trouble. We are playing in the artificial manipulation of an artificial market. Anything can happen, keep the whiplash comment up front.

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Settling IN

Today is a day to mostly watch and analyze, filled out some holes in portfolio early on.. The steep discounts in the EV space Tuesday and Wednesday provided some real opportunity. My RIVN position was given an opportunity for a…Continue Reading →

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The Perfect Contrarian Day

If this country is going to get fixed and you are of the type to look beyond today, Tech is key, forget Oil, it is so old thinking. Drilling down, semi-conductors are the basic element. I borrowed at 20 %…Continue Reading →

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Unprecedented Manipulation

Can only lead to unprecedented Whiplash. What this FED has done through it’s lackies is to treat the result rather than the cause. Stocks didn’t go up on their own and cause inflation, the Fed caused stocks and inflation to…Continue Reading →

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Free Markets are my Obsession

Today we are seeing how the FED through its closely tied big money manipulators can move markets using the excess liquidity pile. Inequality continues to be compounded, the same players who pushed the stock markets to unbelievable levels starting in…Continue Reading →

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Who you going to Follow ?

If you are looking for clues to help you be early in the new market direction, I believe that what is happening the past two days in the 30-02 YC and probably more importantly the yield on the 2 YR…Continue Reading →

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Free Markets….with mid-day analysis on 30-02 Year rate curve and what it points to..

The fight for free markets is on, the Fed is fighting to maintain its role as God. Yesterday was a shot across the bow, and today is the return shot, this will go on for a while. The trend of…Continue Reading →

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Nothing but bad Headlines today…with 1:20 PM CDT update

This is a big moment for the FED, they are behind the curve and will be even more behind the curve after today’s meeting results, but they will have to talk tough. Regardless, after an initial kneejerk down in asset…Continue Reading →

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The Market has a job to do…

After this Wednesday’s meeting the market has its work cut out, that is to reduce Fed influence going forward. A couple of factors will help, 1) one is the fact that the market can basically ignore what the Fed is…Continue Reading →

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Testing Extremes

1:20 PM Update added: I will just keep talking about artificial markets and the stories that keep being told by the Fed followers.  Little of it corresponds to the real situation, although the recession/crash story will be coming within a…Continue Reading →

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Bringing Back Free Markets

I was going to expand on interest rates this morning, but seeing as I already have my position on, long the TLT, anticipating that rates have topped for this cycle, and seeing today’s GDP estimate, -1.4%, and CPI coming out…Continue Reading →

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Changing Things

The talk currently dominating the economic media space is the job the FED has to do is beat inflation.  What is not talked about, but which is a bigger goal; is for the markets is to conquer the conspiracy between…Continue Reading →

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