What if ?
What if: 1) Obama’s economic plan is a big success, right out of the bag ? 2) What if change gets the whole world turned around on a dime ? 3) A few trillion dollars really makes a difference ?…Continue Reading →
Big Picture
Right Shoulder Paranoia Plus things We Believe
Yesterdays sharp market decline fell right into what technically should be a right shoulder retest area. Our leverage ratio moved up yesterday to as follows: Regular Stocks/ETF’s 1.092 Long Commodities/Basic Materials/miners .066 Short T-Bonds .096 Long Gold / Gold ETF’s …Continue Reading →
Next Step…………..with more thoughts
S&P 890 is a big level of resistance, if the market can clear it and hold, real buying will commence. 8:01 AM CST More Thoughts: 8:45 AM One thing to keep in mind here is that what we have seen…Continue Reading →
Many Scenarios, Same Conclusion………………With update
The market is going to have a huge bounce over the next 30 to 60 days, somewhere between 40 and 70 percent. Are we out of our mind, maybe, but we don’t think so, and here are some factors that…Continue Reading →
This Changes a Lot of Things…….with update
While looking back, it would have been nice if we had gone to all cash when our portfolio NAV hit an all time high on election day, but I was to euphoric to pull the trigger. What has occurred since…Continue Reading →
Two Market Problems
A lame duck President and an inept Treasury Secretary in the midst of a once in 72 year market crash make for a touchy situation. CNBC pundits say this is a time to be cautious, there was a time to…Continue Reading →
Mr. President-elect, part 2
# 1 Issue, Energy Initiative Becoming energy independent in 10 years should be the number one priority for a number of obvious reasons: 1) manufacturing jobs, 2) infrastructure jobs and construction, and 3) balance of payments savings. The much…Continue Reading →
Mr. President Elect
Mr. President: We all know you are stepping into a problem of monumental severity. This is a set of problems which has a long legacy and cannot be turned around on a dime, however there would seem to be a…Continue Reading →
Unbelievable
Treasury Secretary’s press conference going on at this moment should provide all the information that anyone can assess about this outgoing Administration, he shows the arrogance and stupidity that we have come to expect from Wahington and as they say…Continue Reading →
Homework
Here is some reading material to provide input into alternatives for the economy and markets. We tend to look at alternatives in terms of how we think they would affect the markets short-term and long-term. In the next couple of…Continue Reading →