As we outlined on Monday, from a market standpoint the Macro’s are in place and I will discuss those Macro’s more in coming days. For now let’s move to what is important for you in 2016, the US election. If…Continue Reading →
As we monitor the unfolding of the macro economic environment the nature of this blog will change. There is little to add to our comments and views of the past few years. ( The Blog comments of December 16 and…Continue Reading →
We all read the numbers, 10 % of the population owns 80 % of the stock market. So if the stock market declines a lot, more than 50 %, then a good portion of the problem will be behind us….Continue Reading →
This low volume stock market rally in the face of struggling economic numbers will end, most likely abruptly, most likely soon, most probably due to a surprise.
Six weeks late. This morning he was in rare form, declaring we have seen the top in the dollar, and the bottom in stocks and oil. He also mentioned that Icahn getting bearish a couple of weeks ago was another…Continue Reading →
If one takes a look at the ten major sectors rated by macro trend, 1 being the most bearish, 10 the least bearish (all are in downtrend), we find that the most bearish have had the biggest short term rally as…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 →
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 →
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 →
With a lackluster summer rally running out of steam and Macro indicators turning negative this month, the market players are out in force to get a real rally underway. Scenes like this are usually a piece of a big change,…Continue Reading →