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 →
As we watch the slow unfolding of the 2023 economy unfold, here is what I see: There seems to be plenty of money to keep things out of a recession. The roll down of the FED balance sheet has been…Continue Reading →
Quiet day today, dominant theme is the Bear Recession story built around the House Republican’s attempt to ignite a recession. This totally ignores the Durable Goods numbers out today. Patience. No doubt, regular consumer sentiment is being affected by all…Continue Reading →
Our market evaluation indicators see the most bearish posture of the Bears in a year. Will they make it work through Friday? For sure sentiment is at an extreme. A second important point is that stocks with strong technicals are…Continue Reading →
As the economy and markets move on from the interest rate hikes and fight on inflation it is probably time to focus on the bigger picture, the buildout of Climate Tech, the area where we have been focused since the…Continue Reading →