With all the Wall Street Guru’s putting out their potential surprises for 2018, I am thinking why not do this myself, there is enough craziness in the mix to allow a little more mixing to provide some outside the box…Continue Reading →
All In for 2018.. As we begin 2018 we have the advantage that most economic and market factors are all in the boat, and all are stacked on one side. The Hope and Accumulate Phase has been Completed.. Stocks and…Continue Reading →
A Crazy Man Theory Meets its End This will put to bed, for good, the Supply Side/Trickle Down/Laffer Curve Economic Theory that has been hanging around for the last 25 years. It will now get it’s third major real time…Continue Reading →
Performance replaces Hope With the virtual certainty of the passing of the new U.S. tax changes the final phase of the economic hope phase has been completed. Now we will be entering the economic performance phase. That is where traders…Continue Reading →
I heard something that really makes sense in terms of where the markets and politics are headed. First I heard that the only group that has added to their stock market holdings over the past 15 years are people over…Continue Reading →
The stock market trade is a no brainer, it is the tax change program, pure and simple. Country’s that have reduced corporate taxes into the 20 to 25 % rate tend to have a higher capital gains tax to offset…Continue Reading →
If the 17.6 year Long Economic Cycle and the 72 year Super Cycle are on target, the month ending now, October 2017 will be a not to forget time. Our two previous posts on October 6, and October 10, 2017…Continue Reading →
Macro Scenario In our previous post we outlined a macro scenario. Here is what we see: 1) The current economic cycle is ending. 2) Two aspects that have been prominent in the last half of the current cycle are low…Continue Reading →
We have said for some years, that October 2017 will be an important juncture in the long Cycle, the current portion which started in early 2000. We mistakenly thought that it would mark the point at which a major economic…Continue Reading →
So much for the Donald’s “come home to Jesus Moment”. He went back to his old ways the next day. No doubt his high ego need is focused on how to get his poll numbers out of the 30’s and…Continue Reading →