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Twitter

The stock price of Twitter is probably irrelevant to the big picture.  What is relevant is the way it will be of used to broadcast the actions of the FED and market players in a precarious stock market.

Worth a Read

  This article about Ray Dalio is worth a look.  I agree with most of his cycle work and the 2018 date he throws out is not far off the 2017 date that I use as a benchmark. http://dealbook.nytimes.com/2013/10/21/economic-theory-via-youtube-and-cartoon/?smid=pl-share

Nasdaq Bubble # 2

Does today look like something that you have seen before, like in 1999-2000.  Goggle, Amazon, and Netflix, the star children of Bubble # 2, and even Apple, the star child of Nasdaq Bubble # 1.9, have market action that makes…Continue Reading →

Gold now Back in Focus

One of the Macro indicators that we follow is the gold-stocks relationship. With deflation seeming to appear to be the main factor the Fed is fighting gold would not seem to be a market to pay much attention. However, going back to…Continue Reading →