While the markets remain soft and some technical indicators are flashing warning waves, the market is trying to hold. This is a dicey time, the big money players remain long and have more money than the technical indicators can offset….Continue Reading →
In our Climate Tech Model we have seen warnings relative to this bull market running into the brick wall. We saw it on 8/6, 8/20, 9/2, all those abated, but the warning signal that we saw signs of on Wednesday…Continue Reading →
Just a gut feeling, but I think Neil Young and Willie Nelson ignited a feeling that we saw Peak Trump over the weekend. Markets are acting very subdued the past couple of days, the players don’t want to sell but…Continue Reading →
The driving dynamic at the moment is an AI Frenzy. The negative dynamics at the moment are the Trump economic policies. Getting serious in this environment means that one has to acknowledge that there is no real thought by the…Continue Reading →
Yesterday I talked about the two indicators that weigh heavily on my analysis of the markets, The Monetary Multiplier and the Market Multiplier. Today we see the markets reacting to a high probability that the 2 year rate, and all…Continue Reading →
Today as the market got an inflation pass with a PPI number that it can live with, it finds itself in an atmosphere that has had its enthusiasm drained. Lets take a look at our two index indicators with which…Continue Reading →
A key chart for a change in thinking, the Gold/Bond ratio. And a second less obvious thing… The Bitcoin/Bond Ratio.
If the much-anticipated stock market bubble is to occur, it will be triggered by a Cinderella mind set on the part of the big guys. That mindset will be made public by an abandonment of Gold and Bitcoin as a…Continue Reading →
For this early stage of the Bubble we have probably seen most of the AI sector sell-off as of today. Next, Powell speaks, then digestion regardless of what he says, then more Bubble.
I will just list some key points to ponder: On a totally different topic, Monetary Driver Research… in my work on the monetary drivers for this stock market, the steep yield curves is by far the biggest driver, while gold…Continue Reading →