On reflection I realize that the posts that I have made over the past couple of months have centered around the Macro Inflection Point of January 29th, 2026. And, as I have dug down into the components of that moment,…Continue Reading →
There is a lot going on these days, a lot of fear, a lot of speculation, a country on hold. I speak to this a bit today at this post on the front page of our website: Outside the Box…Continue Reading →
The Market Sentiment Index that I watch closely has had a huge jump from the January 29th lows. That is the index that measures the combination of long Russell Index and Bonds and short Gold and Silver. It can move…Continue Reading →
The two things that we have been waiting for fell into place this morning, the Macro Sentiment Indicator and the Animal Spirits Indicator. The Climate Tech Model is adding leverage to its core climate signals along with adding Leveraged Stock…Continue Reading →
I do sense that the concern placed on oil supply is a very media sourced short term issue. The Tipping point on oil vs solar passed a number of years ago. Here is what AI points out: The rate of…Continue Reading →
I often say in this blog that that my course work in Industrial Psychology and Logic, intertwined with the outside the box views of one of my professors, Buckminster Fuller back in the 1960’s has been much more important than…Continue Reading →
Noon time Update: If you like to operate in the Macro Realm, this is a very special time. It appears that Trump and Netanyahu’s Grand Plan has been defeated. Again, one has to keep in mind that Trump at his…Continue Reading →
Late update at 11:30 AM CDT 2026 is up to the American People, events playing out continue to prove that the Senate, the House, the Supreme, etc are not stepping up to stop the carnage. Of course, it is due…Continue Reading →
The market action outlined in the March 4 blog on Bottoming move has fallen into place. Today we are seeing confirmations that long-term factors in the Climate Tech Model are digging in, the climate tech stocks are gaining favor again….Continue Reading →
And one more thing to not forget. We are dealing with a manufactured market, not a free market. That makes the CEO of the manufactured market, Trump, the one person who holds the cards. He and his inner circle will…Continue Reading →