While the worry warts and shorts keep talking about a recession, the economy keeps kicking out growth. This should mean that average working interest rates will remain in the 3.75 to 3.95 percent range, that is OK. Here is what…Continue Reading →
“Below the Radar” the market needs to fly faster and lower until it is safe to go to altitude. That may be the alternative to the “Hard Landing” and “Soft Landing” scenarios out there. So as the market operates in…Continue Reading →
A little comment after the close today. Modest Growth Story continues as we will repeat, the FED is not going to cut rates this year. Market rates have bounced up from 3.433 on Apr 6 to 3.833 today. For the…Continue Reading →
At the moment the market is struggling with direction because it has little clue as to what sectors and companies are the Market Drivers? The old funny money consumer stocks still dominate trading and investing, stuff that worked in the…Continue Reading →
Average market interest rates are confirming this morning that economy is in a positive growth mode, low on average rates was 3.435 earlier this week, 3.736 at the moment and to me headed to a peak in 3.9 area in…Continue Reading →
We all know that the FED and its interest rate policy is the most important long term factor in the markets. But, this FED has been problematic for many reasons, someone should do an indepth investigation of the 12 Governors…Continue Reading →
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 →