As deflation ignites, Japan and its Abe, is chasing the last idea that didn’t work, Bernanke’s legacy of QE’s. The only thing that I can say, is you should probably be long the dollar and the long bond as the…Continue Reading →
Nothing more needs to be added. The 1970 level on the S&P is close to the top of the premium sell area. The FED is meeting, no one will sell until after the they say they are not going to…Continue Reading →
Casey Research has always been a little “out there”. The “white shoe” crowd will not have a clue when reality hits so a little bit of an outside view may be good at this time. So take a look at…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 →
We have a measure that we apply to the market that measures what we call “Fed Confidence”. In a sense it is both a measure of how confident the Fed is in what they are doing and a measure of…Continue Reading →
This is a late in the day post, 2:30 PM CDT. Mario Draghi has finally said what Bernanke should have said in 2011, and Yellen should have said at her confirmation. Draghi said, “we cannot do it all, the governments…Continue Reading →
It appears that it will take some lessons before the market players can sort through the artificial world created by the FED over the past few years. I noticed yesterday on CNBC that most of the big timers say this…Continue Reading →
Today’s knee jerk rally is just another a__ backwards view of the world. Does the fact that the FED is scared about the economy a reason to buy stocks? One has to question why the stock market would go higher…Continue Reading →
It feels like investors and the stock markets are caught in no-mans land. To me the markets seem surreal at this point, as well they should be as the September 15 – October 15 critical juncture nears. To give me…Continue Reading →
How does this all end. At the margin it is Declining Consumption Economics versus Inequality Momentum. Deflation is in play, look at commodities and oil as big picture pieces , yet Risk On is what is hot. The Fed is…Continue Reading →