And therein lies the the dilemma that Washington faces. The Republicans apparently don’t understand the the equation and will end up being blamed for all kinds of bad things that will evolve. In a way though, maybe this is the…Continue Reading →
Our web manager is finishing up the setup to add our subscriber Numbers page to the website. The numbers should be available in the coming week. Here is the text that goes along with today’s numbers that have been emailed…Continue Reading →
Ben basically said he would offset anything that the administration and congress implements. No doubt he will try and in the process he will broadly increase the long term risks in owning any kind of asset. My view trys to…Continue Reading →
What does that mean. We are short the stock market and made our final move out of short T-Bonds to short stocks yesterday and are holding our short gold / core deflation position taht goes back to September 2011. Basically…Continue Reading →
Last nights SOTU speech was big on details of specific little deals and short on overall structure, pablum for the middle class if you will. I have said many times, the White House has to produce a plan that shows…Continue Reading →
Maybe this is a day to kick back and ponder. The Stock Market is at a stalemate as we all await the State of the Union message. It has rallied on the belief that the practical side of Obama will do anything…Continue Reading →
Over the past week I have gotten around to reading one of the potentially more important books that I bought around Christmas, yes I tend to buy a number of presents for myself when I go Christmas shopping for others. First I…Continue Reading →
Yesterdays GNP number showed Government contribution to GNP declining. This has been one of our key contentions for some time, that just the change from increasing government investment to decreasing government investment, no matter the little real amount, changes the macro…Continue Reading →
The January rally has seemed to be of a nature based on some catalyst of a change in direction in Washington. This change that seems to be perceived is that the House Republicans are being pushed into the background by…Continue Reading →
In our Marketocracy Tracking Funds we remain, short stocks, short gold, short bonds, short commodities, and long dollar. Same positions since September 18th 2012 except for a little additon to short stock position this week.