The markets have kind of settled into an area where they are in a sense exhausted, but no one wants to give up. CNBC’s Jim Cramer illustrates the majority Bullish contingent with his hype this morning “if you are not…Continue Reading →
We hear a lot of talk lately about the rotation of the markets from growth to value. Is that what is really happening, or is it a confused spiral reaction between hope, frustration, and reality. August 7th is sitting out…Continue Reading →
A generation of traders has been trained in a manner where they have never had to learn to calculate Risk. I have no idea how or when this will end, but it will end.
With a number of indicators pointing to this weeks action as being the swan song of the short term FED move from the March 23rd low we are seeing a goal line stand here. I would expect this to continue…Continue Reading →
There is not much new to discuss today. Trading scenarios are setting in place and breakouts are approaching. In looking over Big Monthly data it appears that the month of September was a transition period for most markets with a…Continue Reading →
What we are talking about is getting back to Normal. We are now in our second Wave of trying to get back to normal and the touters are shouting that this is the Great Reflation. The problem is, things can…Continue Reading →
What is real here ? Every whore on Wall Street is hooked into the Trump Trade. I would define the trade as a trade directly or indirectly supported by the US taxpayer. It could be zombie companies supported by government…Continue Reading →
An amazing day, the 3609 area was triggered with a big cushion on the opening, and now the market has trailed down to 3605. This has all the makings of a historic top. Tying it All Together.. In our Special…Continue Reading →
There is much that I want to say in this post. I am sure I will leave some things out, but it is is one of those rare Sunday afternoons that I write a post early before Monday morning, so…Continue Reading →
China and the US markets are loaded up. No doubt the biggest factor is the US FED whose message has been – you can ignore risk, we have your back, price multiples are not important. Looking around the world at…Continue Reading →