As the World Watches.. As the world watches the United States become an entity not unlike many corporations, rather than being run like we were taught in grade school, a moral leader, we will know doubt see in real time…Continue Reading →
The stock market is trying hard, trying to ignore what is going on around it: The widely publicized Economic Growth Hope.. The Unfunded Tax Cuts… The Tariffs… FED interest rate policy… The Sanctions… and Peak Cycle earnings.. As outlined yesterday,…Continue Reading →
Volatility Massacre We have bee sitting back the past few days, letting the volatility massacre the players, as the bulls pay too much on these crazy rallys and then panic at the end of many of those days. Trading equity…Continue Reading →
January 25, 2018 was the S&P Stock Market High. We call this the Pivot Day. Since that high we have been watching the stock market puzzle unfold, the initial decline, the bounce rally, the indecision volatility, and now over the…Continue Reading →
A number of issues are coming into a time of reckoning. Stock Market technical signs point to this being an important time. Early trading today point to a lower move starting, but everything is written in sand these days. A…Continue Reading →
Fed Chair Speaks to the Senate Today Chairman Powell gets grilled by Senate members. To me it will be important to see if he tells the same story and is consistent on the question answers compared to his presentation to…Continue Reading →
The New Fed Chairman Yesterday we got to see our new FED Chairman in action and I have to say I am the most encouraged in the Fed leadership since Paul Volcker left. Here is what I see as a…Continue Reading →
The Situation For the past three years this market has been like watching, a bunch of half drunk amateurs climb Mt Everest. Why is everyone surprised by the steepness of this initial decline. Some of the CNBC experts are having…Continue Reading →
We have Ecstasy.. We have a new year. The markets are euphoric and the first week of the year went gangbusters. Those who like to prognosticate the year based on the first few days and week are ecstatic. Noted investors…Continue Reading →
All In for 2018.. As we begin 2018 we have the advantage that most economic and market factors are all in the boat, and all are stacked on one side. The Hope and Accumulate Phase has been Completed.. Stocks and…Continue Reading →