As we have been trying to point out in recent posts, the big issue is an overvalued stock market, the Bubble, and that market has topped out. The FED has gotten the message, albeit late, but they also know that…Continue Reading →
And that is a problem. A leaking bubble, one based on reduced economic activity, leaves a mess that is difficult to clean-up, it just kind of drapes over everything. If on the other hand, the FED would have acted earlier…Continue Reading →
I am talking about the staging before the market breaks out to lower levels below the Bubble. Early stock sellers are moving into bonds and this keeps interest rates from adjusting to inflation numbers. Levels I am watching where a…Continue Reading →
The FED yesterday blew its chance to get out in front of the inflation wave. Now the markets are in charge, this will be complicated. But you can keep it simple. Don’t forget, the stock market is overvalued. Don’t forget…Continue Reading →
Everything points to a FED forced Pivot, yet the market refuses to acknowledge or pivot their views or positions. One point that I have made many times during the Bubble, not everyone will be able to get out of a…Continue Reading →
Rotation has been the guiding word for the stock market for the last ten months, ever since February 24, 2021. But, things are changing, the funny money base for the Ferris Wheel is sinking, with the possibility that most of…Continue Reading →
Keep in mind the signal we are waiting for to confirm that a major downturn in stocks is imminent, is the day when stocks and bonds both go down. So far today stocks are down a little more than one…Continue Reading →
So, we move the chess pieces around the board while awaiting the FED meeting. The larger background piece is the much talked about supply bottlenecks which are really the result of manufacturers and suppliers building huge inventories for the much…Continue Reading →
The Long Bull Market is showing signs of fatigue and is wrapping up most of its intrigue. Our posts of December 2 and December 6 will probably stand as a fitting long term take on where things were and are….Continue Reading →
My current view on the markets is grounded on years of research, going back more than 50 years and much of it based around development of trading programs created by Artificial Intelligence work. This was in the 1980’s and 1990’s…Continue Reading →