We see the VIX measure of volatility going down to last summers lows at a time when my view risk is increasing dramatically. What gives, we should find out by Friday’s close. According to CNBC, the market is running on:…Continue Reading →
Since our last comments on the Macro’s, March 21st, and the markets in general, March 30th, little has changed. The Macro directions have not changed. The market range based on the S&P 500 index has been 2022 to 2075 during…Continue Reading →
The big question is, how does our economy and the Global economy stop the deflation spiral that we are in ? Bernanke and his trailing puppy Yellen, have tried the route of QE, the expansion of Central Bank balance sheets…Continue Reading →
I view the article in today’s New York Times by Nicholas Confessore, copied in total below (for some reason I had trouble with the link) , as one of the best this year in terms of describing the dynamics of…Continue Reading →
As we said back in our February 25th post, the markets are building a pivotal structure that should culminate on March 16th. In a world economy that has been dancing to Central Bankers for a long time, the moves and…Continue Reading →
Asher Edelman was a guest yesterday on CNBC’s Fast Money. Asher for those of you that don’t know him has been a factor in investment and markets since the early 1980’s. Here is his response to a question on who…Continue Reading →
In watching the Donald’s one hour summation of the primary election, the country, and everyone who doesn’t get it, i.e. “The Stupid Babies”, I do have to marvel at how he can spin a tale that has just enough correctness…Continue Reading →
Whether we are talking about Economics, Markets, or Politics, things seem to be building to a Climax through the next 20 days with Super Tuesday primaries and the March FED meeting on the 15th and 16th. Lets take Politics first:…Continue Reading →
This column today by Larry Levin at Trading Advantage says it well: The housing crisis that started in 2006 and 2007 is certainly fresh in everyone’s mind. Much of the middle class lost their homes as well as almost everything…Continue Reading →
I guess I believe that the coming Election in November is the primary underlying factor in this year’s markets. Today the so-called Wall Street Establishment feels pretty good. They seem to believe that the two candidates that will do the…Continue Reading →