11:00 AM CDT The manipulated bull move is unfolding. The earlier mentioned lows in the March 29-30 time period are being acknowledged. Market is still in the twitchy area, people are very short-term focused, buying in packs, not so much…Continue Reading →
Viewpoint 1:30 PM CST Markets are trying to setup for an upside breakout soon. At this point about a fourth of the stocks that the Climate Tech Model follows are in solidly bullish patterns. Overall, I would say that the…Continue Reading →
Following up on yesterday’s comments, the macro market indicators overnight rose to some critical areas. The pattern since January 29th points to higher stocks and bonds and a burned out Gold market. Gold is trying to save itself, I doubt…Continue Reading →
Here is my current view, and solution to the Macro picture… Letter to the President: Mr. President, I didn’t vote for you but I do know that your biggest desire is to be known as the best President ever. So,…Continue Reading →
Post at 9:00 AM CDT The market reactions to Iranian War thing have been interesting to say the least especially with the fact that Oil as an energy input has rolled over the past five years in terms of relative…Continue Reading →
To see how Trump’s Bluff and Negotiate strategy works. At the moment, Iran doesn’t have much to lose, no reason to hurry after getting beat up so bad. The real risk to all of the World is that Trump does…Continue Reading →
In terms of the markets I have to admit that I didn’t anticipate that Trump would go this low. But he now obviously has lost control, the Iranians have shown that while they don’t have the muscle, they do have…Continue Reading →
Back in the day, I heard that the 30Y vs 5Y was Alan’s favorite measure as it was more directly affected by market conditions than other measures. Here is that chart as of today. Alan must be scratching his head,…Continue Reading →
The last few days we have seen the CNBC guru’s focus on the S&P 500 and the fact that it was trading under the 200-day average. That is true, but how much information does that register as to the Macro…Continue Reading →
Whether the United States “lost” the Vietnam War is a subject of historical debate that depends on how you define victory. While the U.S. military won nearly every major battle, it ultimately failed to achieve its primary political objective: maintaining…Continue Reading →