Is This the New Trump ?
I will give him a little time to prove himself. He followed the tele-prompter well last night and was quite nervous and out of breath, not much of his basic bluster was allowed. That is good to see in a…Continue Reading →
I will give him a little time to prove himself. He followed the tele-prompter well last night and was quite nervous and out of breath, not much of his basic bluster was allowed. That is good to see in a…Continue Reading →
Following up again on the May 25th post, The compression that I am speaking of in the title line here is the relative performance between the Trump portfolio, Symbol ECT, and the contrary to Trump portfolio, Symbol EXTH. The relationship…Continue Reading →
Back to Zero The two tracking funds went back to zero performance since January 11, on the same day. EXTH went down to zero, ECT went up to zero. This is not really surprising, the hype cards on Tax Reform…Continue Reading →
Yesterday, Less Fear, and a lot of reflation hope. The bigger Issue A major paradigm shift started with Brexit and the 2016 US Presidential Primary. This shift will take a while, years, as a shift to new social, political, and economic standards…Continue Reading →
It is so complicated taking care of 324,000,000 people. It was so much easier taking care of just one. Not to mention needing to know which way all those ships were headed. And then Goldman Sachs There were a lot…Continue Reading →
An update here on our Marketocracy Tracking Funds which we opened on January 11th 2017. We have two funds: one based on reflation “Eureka ECT” and 2. one based on no reflation “Eureka EXTH“. Our own money has been on the…Continue Reading →
The Equation If you believe in a Bottom Up World, you are in a majority in terms of numbers, but in a minority in terms of influence. Top Down people are the elites who are in the minority in terms…Continue Reading →
With Gold soaring this morning I heard on CNBC that the inflation trade is on fire, that is such a 70’s comment, Gold is a FEAR trade, not a reflation trade. Our Marketocracy Tracking Funds which we opened in January…Continue Reading →
For the past six years the FED has been the Elephant in the Room. Now we have not one but three Elephants that are propping up the markets, the promises: of de-regulation, corporate tax cuts, and infrastructure stimulus. They are…Continue Reading →
We are talking here about how the current Washington Programs are directed. Yesterday the market failed to follow though on the “Great Again” happy talk. Today we are seeing a bounce back to the current median point. Until we see…Continue Reading →