Today is a day to mostly watch and analyze, filled out some holes in portfolio early on.. The steep discounts in the EV space Tuesday and Wednesday provided some real opportunity. My RIVN position was given an opportunity for a…Continue Reading →
If this country is going to get fixed and you are of the type to look beyond today, Tech is key, forget Oil, it is so old thinking. Drilling down, semi-conductors are the basic element. I borrowed at 20 %…Continue Reading →
Can only lead to unprecedented Whiplash. What this FED has done through it’s lackies is to treat the result rather than the cause. Stocks didn’t go up on their own and cause inflation, the Fed caused stocks and inflation to…Continue Reading →
Today we are seeing how the FED through its closely tied big money manipulators can move markets using the excess liquidity pile. Inequality continues to be compounded, the same players who pushed the stock markets to unbelievable levels starting in…Continue Reading →
If you are looking for clues to help you be early in the new market direction, I believe that what is happening the past two days in the 30-02 YC and probably more importantly the yield on the 2 YR…Continue Reading →
The fight for free markets is on, the Fed is fighting to maintain its role as God. Yesterday was a shot across the bow, and today is the return shot, this will go on for a while. The trend of…Continue Reading →
This is a big moment for the FED, they are behind the curve and will be even more behind the curve after today’s meeting results, but they will have to talk tough. Regardless, after an initial kneejerk down in asset…Continue Reading →
After this Wednesday’s meeting the market has its work cut out, that is to reduce Fed influence going forward. A couple of factors will help, 1) one is the fact that the market can basically ignore what the Fed is…Continue Reading →
1:20 PM Update added: I will just keep talking about artificial markets and the stories that keep being told by the Fed followers. Little of it corresponds to the real situation, although the recession/crash story will be coming within a…Continue Reading →
I was going to expand on interest rates this morning, but seeing as I already have my position on, long the TLT, anticipating that rates have topped for this cycle, and seeing today’s GDP estimate, -1.4%, and CPI coming out…Continue Reading →