Deep Disruptive Change Revisited
A Macro Revisit The beauty of looking at life and markets in a Macro sense is that you have a lot of time in-between. You might want to start todays comments by going back to two of our posts from…Continue Reading →
Big Picture
A Big Dirty Cloud
The Story I have been on vacation for the past few weeks and have been occasionally checking things on the iPhone. I didn’t see much happening. Same old thing, I read the Washington Swamp was being drained, that may be…Continue Reading →
ReRead the May 25th, 2017 Post
My thoughts have not changed since then, and the tracking portfolios reflect the same, a flat line, something is going to happen, sometime. Here is where things stand after 6 months. The EXTH fund (no reflation portfolio) The ECT…Continue Reading →
Risk is not Comey, it is Supply Side Theory
All the talk is talk is about what Comey’s grilling will do to the market. Probably nothing, after all he is a Republican, tried to put down Hillary, will not step in front. The market and Trump have two bigger…Continue Reading →
Trump is Good for Chaos
Need I say more? Most of the trading population seem to be hiding behind the eight ball at this point.
Clash at Top
A US President who gives away our leadership of the world is a wakeup call to anyone watching. The US will pay a dear price as well as will its assets. This is a fight between an economy that helps…Continue Reading →
Will you be ready when the Downside Volatility Hits + A Follow the Money Update
For the past 11 months we have seen the US markets playing the reflation scenario. One of the key parts has been an attempt by oil producers to try and get prices back to 2014 levels of more than $…Continue Reading →
The Great Second Quarter Buildout, with no Consumer in Sight
The Atlanta FED second quarter GDP number estimates are looking good, except they are basically reflecting an increase in capacity buildout and an inventory build. I would assume that producers think there will be buyers. This will likely be where…Continue Reading →
Frozen
It was a movie, now it is our economy. All the craziness in Washington is no doubt the prime factor. We continue our 2017 theme since January 11. Here is the story behind our contrarian EXTH tracking fund. We are…Continue Reading →
The Tech Bubble and the Economic Waiting Game
Tech Frenzy Recently we have seen a frenzy of buying in Tech Stocks, the so called FANG type stocks (Facebook, Apple, Netflicks, Google, Amazon). If one steps back a bit, you might wonder, are these good investments or are they…Continue Reading →