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 →
As Wall Street gets more and more imbedded in a Trump Victory, the Election setup gets even more interesting. Now the fear is the size of the deficits Trump would generate. Bonds blew out the bottom yesterday, wiping out last…Continue Reading →
It is notable that the Big Money has convinced itself that we are looking at a Trump win. Here is one quote put out this past weekend. A billionaire investor and former money manager for George Soros explained why he…Continue Reading →
The stock market is trying to ignore the fact that market interest rates did not go down after the last Fed cut. Instead, we see a market that is hoping for good earnings numbers. No doubt we will see some…Continue Reading →
My intuitive take on things is that bonds made a trading bottom yesterday, the cycle bottom having been made on 4/24/24. The all-important swing point on TLT that was established on the following dates, 3/28/24, 6/14/24, 7/31/24, 10/9/24, 10/15/24, is…Continue Reading →