Today I have something to say on the political scene that Democrats have to come to grips with now. As much as I want to crush the Republican maneuver to try and indiscriminately cripple government, I do think Schumer was…Continue Reading →
It appears we are entering a quieter period. Panic has subsided as we mentioned a couple of days ago. Now the April 2 Tariff period approaches, probably a non-event. Stock picking should be on the agenda, TESLA should be an…Continue Reading →
Climate Tech Model at current market levels is looking at RIVN, BLD, JKS, RUN, CARR, QS, TWST, BEAM, and TNA for a small cap portfolio. Interest rates and raw materials prices point to higher prices. Corporate CEO’s are looking at…Continue Reading →
Ok, it seems the panic selling is over for now, it seems the market expects de-regulation and tax cuts to push the market higher sometime in the near future. Maybe it is time if you are a speculator, to kind…Continue Reading →
With the NASDAQ 100 at 19,512 as a marker, our Climate Tech Model is pulling off short hedge recommendations in SPXS and SQQQ short ETFs. We are finally seeing some panic in the part of the MAGA crowd.
Understanding and Dealing with Trump… March 7, 2025 To Understand Trump You have to take him apart and look at the pieces. First we will look at him personally. At the Core it is evident that Evil and Bullying are…Continue Reading →
Economic disruption along with tariffs are going to make it tough to invest anywhere over the next four years. But one thing that I have been watching out of the corner of my eye is how a few ETF’s are…Continue Reading →
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 →