I am thinking that maybe a weekly update on thinking might be good every Tuesday morning during the summer, maybe longer. This approach can take account of our Climate Tech Model’s macro positioning and include micro items from the prior…Continue Reading →
Here is the link to our mid-year Baseline Forecast. We tried to be as comprehensive as possible. Mid-Year 2025 Macro Baselines… – Eureka Perspectives
I think the Big Question for the economy is timing. In what order will things unfold.
At the moment I am in the process of doing a mid-year update, hope to post on July 7th. It seems like the thing that jumps out to me at this juncture while doing this analysis is the “Animal Spirits”…Continue Reading →
Big cuts to Medicaid and healthcare will not be what collapses the Republican’s story in 2028, maybe even 2026. It will be a collapsing economy that will actually bring down the top first as all the fraudulent claims of the…Continue Reading →
Something happened on May 22nd. Bonds bottomed and NVDA started another leg up. Take a look at the charts today. Here is from the Archives of our Blog that day: Doomsayer’s Week… – Eureka Perspectives
Some things are slowly falling in place. Looking at some patterns from the past on our Multiplier Index, what I see this week is much like what I saw back on May 15, 2024. That was a time when the…Continue Reading →
The Market Multiplier Index that we calculate and watch has broken through the Biden December 2024 high of 2.94, hitting 3.01 on the opening today. In a sense this is not surprising as we have been saying that the big…Continue Reading →
Our calculated Multiplier hit 2.92 on close, it is trying for the 2.95 closing breakout, but this is a high-risk situation to say the least. Essentially the rally from the April bottom is still continuing.
Market Fight is on. Our Multiplier Index (the animal spirits index) opened at 2.85 today after Trump said to be a buyer yesterday while market was closed. An hour later it is at 2.82, this is after being low at…Continue Reading →