Politics and the continuing Climate Change impact on people’s lives are the big drivers of Climate Tech stocks. Yesterday’s election results are making that sector of our model really outperform today. It is giving voters confidence to do the right…Continue Reading →
Today in early trading we are seeing a number of things come together. Markets, especially AI related stocks are in an elevated state. Looking deeper we see the players, the traders, continue to run scared. This is based on our…Continue Reading →
Yesterday a reader corrected me a bit on Treasury Secretary Bennet. It appears I had been taken in by Bessent’s smooth delivery. As such, I did do a little research and yes it does appear that Bessent is not as…Continue Reading →
When is the Economic and Stock Market Crash going to happen? It all depends, at the moment the main thing that is occurring is that the severity index in increasing for the eventual crash. The warnings continue, P/E ratios are…Continue Reading →
I see a lot of talk about how the coming 38 Trillion Dollar Deficit number is going to be a big problem. What if the world’s largest economy is complicit in a manipulative “nothing matter’s revolution”. Keep in mind that…Continue Reading →
The actions at the FED this week and Chairman Powell’s comments after provide a lot of input to digest. First with all the hype given to AI here is the answer I got from Co-Pilot when I asked it what…Continue Reading →
Going back to last couple of weeks, both of our Multiplier Inexes hit levels where they were screaming, “get involved”. This is keeping in mind that we are going into an extreme period of manipulated optimism. This will be volatile…Continue Reading →
Part 5/6 To Review:
Maybe a little history now, in a sense the Macro Economic picture is locked in a stage of remorse, a remorse that is being used by those in Power to do some really dumb things. The Funny Money stage set…Continue Reading →
Part 3/6 All this brings forward the talk of stock market bubbles. We all know the market is in some type of bubble, the so-called smart guys that express opinions in the media these days, people like Druckenmiller and Dalio…Continue Reading →