For some years we have been supporters for investing in areas that view climate change as real. With mainstream and MAGA types on the other side of the equation we have done this with one eye on strategic hedging at…Continue Reading →
It’s summertime. Things are progressing, bonds are observing their recent bottom formation, TLT will take some time, but March highs are a target. As to the stock market, following up on my May 29 post, the Monetary Driver index is…Continue Reading →
My continuing view is that the big investors and traders (hedge funds and Crypto whores) that are tied into the Trump web are hanging on to their positions waiting for the FED to whisper the idea that the real economy…Continue Reading →
Tomorrow, we have an employment report. There is a possibility that this could be the first indication of what the real world for the American people looks like. Of course, the wealthy market players will buy the bad news if…Continue Reading →
Today was saw the index pertaining to animal spirits retrace a bit due to higher gold, oil and interest rates but still remain well into the launch area for a bull run in stocks. Nothing to do but wait, patience.
2:00 AM CDT The Federal Tariff Court Ruling kind of throws more fuel on the stock rally fire. Last week Longterm Bonds put in a bottom, but one probably doesn’t want to get too heavy there yet as stocks are…Continue Reading →
Following up on comments of the past few days. the May 12 launch into a big bullshit rally is in play. It has a lot of volatility at its core as nothing is real. In essence it is based around…Continue Reading →
Now that all the doomsayers are on board, including the infamous Jamie Dimon, I am watching for the 84.88 signal in the TLT ETF, that is the swing point between the October 2023 and April 2024 lows. Longterm bond investors…Continue Reading →
Following up on analysis comments made yesterday It appears to me that we may be basing for an upside breakout of stocks based on bullshit, tax cuts, and de-regulation productivity boosts (which will probably be muted at best as the…Continue Reading →
As I mentioned a few days ago, with the first quarter real numbers on GDP, monetary numbers and prices now out, I am in the process of updating the January 7th 2025 forecast piece on the front page of the…Continue Reading →