While many money managers are trying to make a case for an Oil bottom, the fact remains that we have just seen the first indication that a bottom is forming. Maybe the best way to illustrate our view is to…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 →
Other wise I don’t know why you read this blog. I am amazed at the number of people who are now being identified as died in the wool establishment types. How can you know, if they have come out politically…Continue Reading →
Everyone will be getting involved this week. China, Japan, Europe, and the U.S. The drive to keep free trading markets at bay continues. That is translating into some Dollar strength, bounce up in the S&P, and sell off in T-Bonds…Continue Reading →
They have been two different worlds since June of 2009 when the market survived the crash. Reality has seemed to fold into artificiality with the advent of quantitative easing and now negative interest rates in parts of the globe. Anything…Continue Reading →
For anyone who is a regular reader of this blog, you know that I believe the FED tried to do something that it is incapable of achieving when it implemented QE2 and QE3. It would appear that the FED now…Continue Reading →
If one takes a look at the charts and listens to the financial press on these key markets, the S&P Index, the Dollar, T-Bonds, and Oil you see and hear a picture evolving. The picture is that the guru’s see…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 →
As the FED moves towards a rate hike, not because of a strong economy, but due to a need to build up ammo to handle the next downturn, the stock market is in a tizzy. This is mainly due to…Continue Reading →
Who are these people that buy on rallys and sell on dips? Unfortunately they seem to be everywhere. Update at 1:30 CST: From a short term technical standpoint the S&P Index is attempting to put in short term base for…Continue Reading →