Which Brand of artificiality do you want, the FED brand, or the Bitcoin brand. An artificial world conflicted by inequality…. The current wave of inequality started in the early 1980’s with the supply side economic theories. The Artificial world grew…Continue Reading →
Big Picture, the Future, leaving OIL and moving into Solar and Tech. A little patience worked on the turn, and the future is untapped. Here is the USOIL vs SMH ETF relationship. SMH is the semi-conductor ETF that is part…Continue Reading →
The test of the equation I laid out last night is being written. The EV/TECH positions are in place, this is where I put on the speculative long positions, SPX at 3685.
The market seems to be in sync with Powell’s attempt to try to correct the error. There are signs inflation and commodities either have or are peaking. Additionally, at this part of the cycle it appears that interest rates have…Continue Reading →
Received a chart this morning from my good friend Ron Griess of the ChartStore. It tickled my brain to move to think about some outside the box solutions to the dilemma Powell is facing and prompted me to tweet the…Continue Reading →
A little perspective here, a 60 % rise on the S&P, commodities, and 2 year rates, since January 25, 2018 may be a level to watch. You will have to click on chart to see convergence. Tomorrow we will see…Continue Reading →
We hear this morning that the S&P is now in a Bear market. How ridiculous is that pronouncement. The only way it would have significance is if journalists would have have been smart enough to have pointed out on January…Continue Reading →
Today’s CPI number was even worse than the number crunchers expected. So how does one react? First, I don’t do anything quickly, have to look at all the numbers / relationships. So here at 10:50 AM CDT is my take…Continue Reading →
The indicator that I use to see the underlying dynamics of the oil related economy, the semi-conductor ETF SMH versus the Oil ETF OIL is showing signs of flipping at 10:30 AM CDT today.
A little update here, I am holding on to my 20 percent oil position, but I do have to admit that the premise is being tested. I recognize that the crowd that built the stock bubble in 2021 is behing…Continue Reading →