The Biggest Bubble of all TIME The Fed Bubble that has to keep ballooning because it by definition is not accomplishing it’s goals. Within the macro deflation scenario a blow-off spike that will pierce this bubble appears ready to breakout. This…Continue Reading →
No doubt some of the cause of the poor economic numbers lately is due to weather. In my view the bigger cause is an underlying malaise in the vast consumer base that does not work well in an economy based on…Continue Reading →
Here is an article from today at Seeking Alpha that provides another tact on the question. http://seekingalpha.com/article/2025901-the-emerging-market-test?source=email_rt_article_readmore&uprof=22
As the numbers in our February 6th post show, the US stock market is at odds with the world. So the question now is: Will Yellen pull up the World or will the World pull Yellen down? Again, we point…Continue Reading →
What if the year 2000 did mark the top of the 72 year long economic cycle (1929 – 2000) and the 2007 bounce was just that, a bounce, and the 2009-2013 period was just a period of artificial FED action, and…Continue Reading →
We didn’t get the free lunch rally in stocks, now we will add to short positions based on downside breakouts. We will let you know as the breakouts trigger.
To the 1807-1824 area on S&P over the next 10 trading sessions.
Goodbye Ben, you lived up to the “Helicopter Ben’ name. Now the slow process of unravelling your artificial world will start, not very fast, as Janet is not far out of your pocket, but it will change. So here is…Continue Reading →
Just a few weeks ago market forecasters were looking at an economy based on a Growth Story Theme. This theme has as its basis: that the FED will not abandon its Stock Market / Asset Price Support Policy. Contrary to…Continue Reading →