The Economic Visualization Model that I showed on Tuesday is moving in a tight range this week going into tomorrow’s employment report. Tuesday’s high was 47.48, Wednesday’s low was 46.42 and at the moment at 10:20 AM CDT we are…Continue Reading →
Within a very positive environment. As I mentioned yesterday, the Canary’s point to some short term unease. The short term movements of the dollar, 2 year rates, Real Estate ETF, and the 30-05 YC also backup that feeling. On the…Continue Reading →
For the past montb, since April 27, the Debt Ceiling conversation has dominated any conversation about the economy and by extension, the markets. While the final Ceiling votes are not in yet, the deliberations are nearing an end. During this…Continue Reading →
The speculative third of our Climate Tech model was reconfigured today with half in two ETF’s, TNA & SOXL, kind of a barbell approach with two 3X ETF’s that catch both sides of the market (Russell 2000 and Semi’s) for…Continue Reading →
The NVDA numbers backstop the bigger theme that Climate Change issues will be handled by a Technology supported grass roots programs. It will use AI at its core while the big picture is implemented locally. Climate change issues will not…Continue Reading →
I am just sitting with positions as everyone waits to see if McCarthy takes the country into default. It is probably most relevant to look at what this is all about and that is that the Republicans are desperate to…Continue Reading →
The New Economy, the Climate Tech model, keeps chugging along. GDPNOW for the second quarter estimates 2.7 % GDP, employment and wages remain strong, main obstacle remaining is McCarthy. Probably the biggest thing that will happen over the next few…Continue Reading →
I don’t want to repeat what I have been saying for the past six months or for sure the past month. Maybe going back and rereading past posts would be a good idea. The Russell 2000 vs the Nasdaq 100…Continue Reading →
At this point in the year I see four things, Growth is continuing.. Republicans in house see a recession caused by a debt limit induced crisis as their only possibility for winning in 2024.. FED is going to raise rates…Continue Reading →
Why does Alan Greenspan like a rising 30Y-05Y chart as the best indicator of the health of the economy. I have not asked him but I would imagine it is because it is beyond the 3mo and 2Y measures that…Continue Reading →