Looks like we had a 30 second look at a recession this morning after the report when average market interest rates dropped t0 3.551 %, but now rates are back to the growth curve values at 3.683%. See two charts…Continue Reading →
Russell vs Nasdaq 100 RUT/NDQ Small caps continue to stage a turnaround against Big Tech.. Trend of 30 yr rates vs 5 year rates continues upward, in an early economic growth mode.. Average market interest rates continue to follow our…Continue Reading →
This is a followup to the post last Friday. Is this where grassroots Tech valuations start gaining on Big Tech valuations? Now that funny money is going away we should be open to seeing the end of the big overvaluation…Continue Reading →
I am on the soapbox tonight. Since January 0f 2009 we have been operating the economy and by extension the markets in an artificial FED mode. The Covid induced bubble in March of 2020 was the first leg of the…Continue Reading →
Setup for a Contrarian opportunity. I expect this post to generate some pushback from the old thinking crowd, the Jamie Dimon/Larry Summers contingent. But talk to some young people, things are happening for what I would term industrial tech, stuff…Continue Reading →
While we go through the economic hiccup phase, a little softness in factory orders and other production and employment figures I think it is a good idea to focus on the environment that we see ourselves. And for that I…Continue Reading →
This bull move is in its very early stages, a lot of stocks that will be part of it, have yet to trigger a buy signal, a lot of doubters out here. Plus the Saudi’s are playing their Oil card….Continue Reading →
Comments below from 6 weeks ago. Now model is lightening up a little on the chip sector and moving money towards other areas of the Climate Tech area, Solar and EV. NVIDA which is the second largest stock position in…Continue Reading →
We are now in what I would call the potentially early growth realization stage, lots of words but that is where we are. I continue to be working with the premise that inflation topped around Jun of 2022. I look…Continue Reading →
Those are the two things in your windshield this week. Just following through on last Friday’s comments. This will initially create a headwind for stocks. Just be patient, we have time to see the S&P push through the 4300 area….Continue Reading →