I am watching today. Market is making some nice moves, not strong enough to add positions yet. Tomorrow will provide more input with a really bad CPI report expected. The 2 yr interest rate is anticipating that number, let’s see…Continue Reading →
We are on rally alert as of the end of the Biden speech on oil this morning. To my way of thinking, the market is still in the bubble, although it is pushing strongly on the bottom of it. In…Continue Reading →
The two problems that I am referring to are Trump and Putin. Trump went down, now the world has to face the fact that they don’t have a Russia problem, rather they have a Putin problem. So, as we watch…Continue Reading →
The pall over the markets that Ukraine has projected makes a conviction of whether to be a bull or bear here rather unclear to me. Basis the S&P the broader 4200 to 4400 area continues to force the market into…Continue Reading →
It is apparent that the Ukraine invasion has done more than years of diplomacy to bring the world together. It is also obvious where the problem is, Russia’s leadership, and the only group that can solve that problem is the…Continue Reading →
Here we are at noon on Monday, February 28th. I really have little to add to my comments over the past few days. The ARKK and RIVN stocks, what I would call core tech stocks are working. I am still…Continue Reading →
Here we are, the last day of an eventful week. Of course, the big question is what happens in Ukraine. In doing a bit of research on the subject, I have come to the realization that the biggest battle is…Continue Reading →
I misjudged how aggressive Putin would be. Fortunately, most of my ammo was waiting for a move above 4444 on the S&P. At the moment I am now getting a little long some individual stocks that have gotten beaten up…Continue Reading →
I am taking the position that the main thing Putin adds to the mix is a little more volatility. What I said in last Friday’s blog holds for now. But in a Deeper Sense.. This could be Putin’s Swan Song….Continue Reading →
After a month’s posturing the market is taking on some fear, that is probably good. One thing is obvious, media is taking up the negative side of the equation. That leads to more of the 4371 to 4517 S&P trading…Continue Reading →