As we sit here today and observe the markets making a new high and await the start of the Macro Re-Adjustment that is on track to start tomorrow, it is easy to second guess a long term view. You would…Continue Reading →
I don’t like to be a Conspiracy believer, but we all know that the President uses his Bully Pulpit and his cohorts to manipulate and back up his premise that the stock market, not the economy will determine the 2020…Continue Reading →
It would appear that the longs in the market are waiting for the stimulus, it has to happen, it is an election year. But, looking Deeper Something is happening at the core. Our Fed Influence chart is picking up on…Continue Reading →
We keep an internal measure of how much we believe the FED is in control of the economy. This measure includes inputs from hard assets, paper assets, debt factors, commodities, and precious metals. Prior to today we have used this…Continue Reading →
As we have highlighted, last Thursday will be looked back at over time as the end of a 40 year era that started in 1980. It started out as Supply Side Trickle Down economics, moved into Greenspan excessive turbulence, then…Continue Reading →
This has been the transition week, where the markets will start looking at things in a new way. It looks like we were a day early but I would rather be early than late with something this big. How the…Continue Reading →
Todays we are seeing a bit of volatility around yesterday’s blow-off apex. The main thing to focus on is the decline out of the bubble that we look to occur in the next 3 trading days. All sectors, even gold…Continue Reading →
We will be closely monitoring events over the next three days. In any event this is it, so it will be better to be early than late. We will try to keep you on top of things. The long bonds…Continue Reading →