Continuing on with the worm has turned theme. The battle turn in these markets has two sides, the Bull side, where most of the money resides, and which is based around three thing, de-regulation, tariffs, and tax cuts, and the…Continue Reading →
This morning I just pulled this from my Bloomberg.. Little more than two months ago, the US economy was capping yet another banner year. Economists had practically given up trying to predict the timing of the next recession, with GDP…Continue Reading →
Musk’s antics have pushed back any kind of good economy that Trump might have thought de-regulation and tax cuts would create. Now, with markets entering into an AI Hype dry period I am looking at things more from a big…Continue Reading →
Today, consumer recession fears hit the market and interest rates dropped to expected lower rate projection. Follow-up on January 29 interest rate view. Today we got a swing down to the lower forecast level with a 4.26 % hit. A…Continue Reading →
What if Trump Stupidity overtakes Trump Hype. Back in in the January 13 to 16 period our Climate Tech Model removed short hedges. That seemed ok until today. now the broad market is back into that hedge lifting price zone….Continue Reading →
The chart here shows a 20 year picture of the relationship of stock market pricing and economic fundamentals.
The Overview Trump and his administration are very dangerous for Americans in general. Many people don’t realize that a major government efficiency move started in 2013 in the Obama Administration. Its name was U.S. Digital Service. Trump and Musk took…Continue Reading →
This market is just starting the White House AWE and /Wall Street Manipulation stage, maybe enjoy it and watch consumer confidence, GDP, and Government Deficits out of the corner of your eye. When deficits and inflation take off and GDP…Continue Reading →
Today on our front page we have posted a long piece of special analysis on factors involved in the Political/Economic scene. You can access from this link: bit.ly/40SYjZw Or you can just go to the front page and take a…Continue Reading →
I had a reader ask a question as to why I do not talk much about market technicals, favoring fundamental and political factors. So first I would say, that yes it is true that I do not follow technicals as…Continue Reading →