Growing up on a farm provides one with a lot of rich sayings, my dad’s favorite when we were growing up was, “were you born in a barn ?” when we you did something wrong around the house. Free Range…Continue Reading →
In my opinion, yes if we look at real assets. In analyzing price indexes for various types of commodities, one index we use to give us a snapshot, is an index made up of copper, lumber, and gold, real stuff…Continue Reading →
She is in a pickle. It is more and more obvious that QE3 didn’t work. Hopefully she was smart enough to realize this when she took over, but did not want to offend Ben. So here we are maybe in…Continue Reading →
As the Bond and Stock Markets come to the end of the road we will be seeing something that has not been seen in years. People are going to sell because they don’t want to own either anymore. And this…Continue Reading →
Key Words: what you believe in, Trickle Down, Consumption Economy, Growth…Continue Reading →
Take a jump to the front page comments dated March 11, 2015 titled “A Look at Market Behavior Patterns”. As the first Quarter 2015 comes to a close the Macro’s appear to be ready to unravel the QE III story;…Continue Reading →
to be a great FED Chief. The market was ready to embrace interest rate normalization but she did not have the guts and confidence to make the call and step into the top rung of former FED Chiefs, and no,…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 →
For whatever reason the three markets where the Macro’s are Bullish, Stocks, Bonds, and the Dollar are all showing signs of wearing out. As we mentioned last week, we exited our long T-bond position, and we are seeing the dollar…Continue Reading →
The stock market has been consolidating since late November and is set up to make a move, which most anticipate is for another leg higher. Today’s employment report is supportive of that kind of move. So lets look at the…Continue Reading →