The market is broadening out as of this week, especially yesterday. Our Climate Change Model is showing that second stage climate stocks, the climate application stocks, are starting to gain on first stage Chip and AI stocks that have been…Continue Reading →
If you want to be a bear, I don’t yet, this is probably the chart to watch. The SMH/RUT. There are too many bears on the small caps and too many bulls on the chips to allow it to happen…Continue Reading →
It took the CPI report today to get rates to test the 4.354 % average resistance level even exceed it to 4.421 % at the high. See yesterdays chart. That was a much-needed bounce up from the December 23, 2023…Continue Reading →
Our Upper Growth based market interest rate target is approaching. The average rate target that we often cite, the (30Y+10Y+5Y+2Y) is 4.354, today a little shy at 4.298. Watching tomorrow’s inflation numbers at this point. If this does proof to…Continue Reading →
As I said the other day, the big traders and investors have yet to sink their teeth into what changed in June 2022. To me that change was that the shock of no more cheap interest rates had made itself…Continue Reading →
Tweet back to Mark Zandi, It does appear that Biden is well in the lead. I do think in his message he needs to point out to younger people that the low interest rates of the past 12 years, they…Continue Reading →
The following is a more indepth version of what I posted earlier this week. Over the years I have mentioned the book Neil Howe and William Strauss wrote back in 1997 “The Fourth Turning”. Neil Howe wrote a sequel which…Continue Reading →
We are in a Real Bull Market. Powell doesn’t want to fuel a Boom and Bust like the bears are calling for. We are going to go slow and steady with the knowledge the Fed Funds rate is too high…Continue Reading →
The New Economy is lifting its head today. Our model with its core holdings in Green Stocks, EV, Solar, Infrastructure, Biotech, and Battery is following the Green Seasonal. The seasonal of selling green during cold weather and buying green as…Continue Reading →
Over the past year the creation of AI and all the chips needed for it have been center stage. Now we move into the implementation stage, where growth will be a result of how individuals and companies improve their efficiency…Continue Reading →