No doubt a lot of investors, but more than likely your Pension Fund Advisor and the Mutual Funds Managers. Yesterday, even the CNBC’s Fast Money and Mad Money crowd talked a bearish game, but if you could check, you would…Continue Reading →
It appears to us that the big three; Stocks, Bonds, and the Dollar, appear to be setting up for major breakouts, the Bonds and Dollar to the upside, and stocks to the downside. Mauldin Economics, see our links section in…Continue Reading →
The CNBC talking heads today were discussing whether the FED needs to maintain an emphasis on promoting RISK ASSETS? How crazy can things become? Where do they think volatility is born? I would suggest that the FED follow a Balanced…Continue Reading →
Or so it would appear. It is only going to be a quarter point. How can that make a difference? Hopefully that should allow the rally to the 2033 level on the S&P to occur in the next week. And…Continue Reading →
Your first decision is whether you want to manage these assets or let the market manage them. If you do decide to manage those assets then you need to decide whether you see evidence of a macro top in these…Continue Reading →
You may notice that we have not designated China as the villain in all that has transpired in recent Global market moves. That is for a reason, at best they can be viewed as a trigger because of their size,…Continue Reading →
I have said and still contend that that is a real possibility. A number of macro factors weigh into that case. 1) The baby boomer generation is selling off assets as they retire. 2) Globalization brings cheap wage pressures to…Continue Reading →
The base that needed to be built after the 2009 crash is still waiting to be built. A bear market Fib bounce to a minimum of 1940 and a maximum of 2034 on the S & P should be sold.
Whether stock market investors pick up on the technical signals or ignore them is what will determine how well they do over the next couple of years. A couple of signals stand out, one is that the Macro stock market…Continue Reading →
Starting back on December 29, 2014 the on-balance volume index on the S&P 500 topped at a closing price of 2090. Macro cycle signals turned down in July and the market just sits and waits. So what should one key…Continue Reading →