Today we are seeing the bounce off the 200 day average after confirmation of the top last week. There will be a lot of talk about the tariff’s, what they are and what they are not, but the fact remains…Continue Reading →
Creating growth and how we feel that can happen. Long time followers of our website and blog know that we caught the 2008-2009 crash with short positions that provided us with tremendous gains. Then we caught the upside with long…Continue Reading →
At some point she may learn what has been constantly thrown in her face. That is : 1) Extremely low interest rates do not boost real growth. and furthermore: 2) Extremely low interest rates should be used as a temporary solution…Continue Reading →
To me it would appear that the macro factors pushing inequality and a weak economy resulting in declining purchasing power for the middle class on down are: Technology eliminating jobs… Global job transference to cheaper offshore labor… Inadequate Employment Transition…Continue Reading →
All eyes are on the Fed today. The market does not look for a surprise, for good reason, the problems in the US and Global real economies were structural and have not reacted to the funny money since September 2012…Continue Reading →
June T-Bond futures are now the lead month. For a long time we have been looking for the long term charts to hit 166 on Bonds. Because of a supposed aberration in availability of Bonds the June contract has been…Continue Reading →
The Federal Reserve meets again today and tomorrow. More and more they are being seen for what they are, the tool that has perpetuated inequality through the use of trickle down economics in a government that does not work. It…Continue Reading →
We are at an important juncture in the post 2008 QE Deflation fighting effort. So to understand Deflation, let’s turn to EWI President Robert Prechter, who has probably written on deflation more than anyone. The following is an excerpt from the…Continue Reading →
So what is new. Nothing. The same people who are allowing the economic world to go into the tank are scared enough to indicate that they might do more of something that didn’t work before. All this happy talk should…Continue Reading →
Our proprietary Risk On/Risk Off Index topped out on 9/5/14. This was the first signal since the start of the last cycle of Risk On indicated on 8/27/13. The Index rose 23 % during that cycle. Components of the index…Continue Reading →