The New Normal
I went to a Men’s retreat over the past weekend. The New Normal was the topic to be discussed. Many aspects were covered that affect our lives. A few that intrigue me are: 1) more money is spent on communications…Continue Reading →
All Highlights
Keying on October 15, 2017.
Key Words: what you believe in, Trickle Down, Consumption Economy, Growth…Continue Reading →
From an Icon in the Commodities World
Paul Tudor Jones Warns “Disastrous Market Mania” Will End In “Revolution, Taxes, Or War” Submitted by Tyler Durden on 03/20/2015 20:54 -0400 “This gap between the 1% and the rest of America, and between the US and the rest of the world,…Continue Reading →
T-Bond Chart Objective Hit
June T-Bond futures are now the lead month. For a long time we have been looking for the long term charts to hit 166 on Bonds. Because of a supposed aberration in availability of Bonds the June contract has been…Continue Reading →
So Much to Say, Where Does One Start ?
So here goes. 1) We are in the very early stages of a change in the Macros. 2) Lets look at oil first. Its Macro cycle started into a Bull wave in May 1996, peaked in October 2008, and will…Continue Reading →
Fed Confidence
We have a measure that we apply to the market that measures what we call “Fed Confidence”. In a sense it is both a measure of how confident the Fed is in what they are doing and a measure of…Continue Reading →
Weekend Reading
Here are a couple of links for things of the moment, the first being a good recap of the prevailing view on the part of market players in this market. http://money.cnn.com/2014/10/11/investing/stocks-market-time-to-get-out/index.html The second article is one on my favorite topic:…Continue Reading →
What Does the Bond Market Suspect?
To many, not us, the T-Bond market has been much stronger than expected this year. Most stock market players believe that an expanding economy will push interest rates higher, i.e bond prices lower. So what does the strong bond market…Continue Reading →
Bottom-Up Crisis
Today the ECB followed deeper into the already discredited Greenspan-Bernanke trap, by doubling up on trickle down monetary policies. What the Global economies need is a new structure that starts with a healthy consumer. Tomorrow we will see how this…Continue Reading →
Outside Day….Prior to a Big Event
Today the S&P 500 made a lower low and a higher high and a all-time high. This is significant coming two days before the Big Event of the month, Friday’s employment numbers. Will the employment numbers confirm the auto sales…Continue Reading →