The New Economy
Following up on the direction we have been expressing since May 11, I am looking at the New Economy. The premise tahat I am working on is that the EV, Tech, Bio areas are the new leaders as the market…Continue Reading →
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Bear Hype or Bear Market
My contention is that what we are witnessing is an attempt to manufacture a bear market to cover a catastrophic FED Error. I think this is where Things get sorted out. To me it looks like a broad working market…Continue Reading →
Which Brand?
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 →
Oil in the Mirror
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 →
This is the Test..
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.
My FOMC Reaction
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 →
A Little Perspective, Part II
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
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 →
Media Always has it right..
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 →
Liquidity vs. Oil
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 →