In 1998 the S&P Index dropped 22 percent from a July high to an October low. Then went on to make a new all time high in November. This was during the Russian and Brazilian plus Long Term Capital Management…Continue Reading →
With the S&P stock market index back above the 1950 swing point level the FED will more than likely raise rates at the October meeting. This will be especially true if the market can snug up and hold near 2000…Continue Reading →
Take a look back at out August 21 post. How one handles the Macro event that is in process is probably going to be determined by ones attitudes and beliefs. As we have mentioned many times, the FED’s QE-2 and…Continue Reading →
The market turmoil that was started with QE3 in September 2012 has a long tail. In May 2011 the (most available commodity tracking information) the DBC ETF had its rebound high from the 2008 decline. Since then the decline accelerated…Continue Reading →
This is what we heard on CNBC’s Fast Money yesterday afternoon. How much experience do these analysts have? They must be looking at the fact that the market came back after the swoon in October 2014. The situation now is…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 →
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 →