What is the Neutral Interest rate? First, this is a fascinating day, big macro economic things are happening, and Jim Cramer is instead concentrating on old news, i.e. the Digital Age, the driver of the market for the last couple…Continue Reading →
Joe Biden had a good economy for a number of reasons. First, he was aggressive in getting the FED and the Administration to work together in turning around the pandemic panic. Secondly, he believed that there was a War on…Continue Reading →
The Big Guys seem to be running as the Trump story unfolds. I always watch three stocks to see what the Big Money is doing, i.e. the base where inequality sits. Three stocks are a good representation, KKR, BLK, and…Continue Reading →
Any ideas out there as to why the interim periods between market highs and start of crashes have been getting tighter progressively. So just looking at some monthly data charts I see this: In 1929, Aug 1929 high to Apr…Continue Reading →
Over the past few days, I have wrestled with what all this means. Back in 1996 I switched to the Democratic Party, a big switch from my first election in 1964 when I voted Republican. In 2003 after going into…Continue Reading →
A Note from Barry Lynn “The Corner” President Trump won Tuesday’s presidential elections, and it’s hard to spin any silver lining from the results. After 40 years of destructive pro-monopoly policy by Democratic and Republican administrations, President Biden radical strengthening…Continue Reading →
While all the votes are not counted yet, we have a Democracy and the MAGA Republicans appear to have won. In reality this was not about Trump or Harris, this was about the American people. They know what Trump stands…Continue Reading →
In a sense this election brings into play a number of aspects of Democratic life that got lost over the last 40 years. Equality and peoples rights, especially women are in the forefront along with confronting the preponderance of monopolies…Continue Reading →
Back in mid September we showed our Macro Valuation Measure, part of our Climate Change Model. It incorporates the dollar, 2yr rate, 30-05 YC, gold, oil, and obviously stock prices. Here are the Reviewing chart time frames: 1) Extreme Over…Continue Reading →
Today our Climate Change Model completed its setup for the election aftermath. Here is what the model portfolio has for positions built since Oct 23, percentage as market face-value as some of the positions are leveraged ETF’s and some are…Continue Reading →