This Time is Different
If one is under the age of 60, you have lived most of your investing life in a period of the FED put, where the FED was always at your back to bail out anyone who made a bad economic…Continue Reading →
Uncategorized
The Long Game
Market moves tend to be dominated by short term players. At the moment it appears that we are looking at the second half of the 40-year supply-demand period. Later this week will will post a study that we have done…Continue Reading →
Players looking out the Window
So far nothing really has changed in the makeup of investor positions. market has been rotating a bit but the main thing we are hearing from the CNBC crowd is new arguments for why everything is still ok. This will…Continue Reading →
Still Rolling around in the Bubble
Yesterday was probably a wakeup call for many traders and investors but at this moment 10:00 AM CST nothing has changed in terms of overall positions. Maybe the best way to illustrate this is: all eyes are on the dealer,…Continue Reading →
Massive Rotation
As the market tries to make sense of the big question, the debate between Hot Inflation and Developing Recession, things are getting interesting. The first reaction which started yesterday and makes the Pivot value for Monday 1/2/22 close as important…Continue Reading →
Hammerhead Top
There is a lot that points to this being an important point in the 40 year supply side inequality play. See the following two charts. The Chart here is from my good friend Ron Griess at Thechartstore. It shows the…Continue Reading →
Fundamental Takeover
In my mind, 2022 will be a year when fundamentals take back the markets from the manipulators and all their followers. At the moment the questions looming as the fundamentals come back, will Inflation or Depression take over the markets….Continue Reading →
Inflation is the Key to 2022
For the past two years the value of subtle factor market analysis has waned. This was due to the fact that the FED and its balance sheet has been the whole game. Now we are starting to see shades of…Continue Reading →
The Long Tail
The long tail of overvalued stock market pricing, courtesy of tax payers (via the Fed) and forty years of trickle down supply side economics is in your face right now. With the low volume of trading inside the Bubble only…Continue Reading →
Narrowness at the Peak
Today we are seeing more of what has been shown as the Bubble narrows. Fewer big stocks and Bitcoin are keeping the S&P viable but the market is falling away around it.