We need the Conundrum specialist, Alan Greenspan, to come back and tell us a story, as… Treasury is selling a lot of low risk bonds while the Treasury supports High Yield (High Risk) bonds. How does this playout, one side…Continue Reading →
In talking to our kids over the weekend it became apparent of the choices being made in the country. We have 4 kids and their spouses between 40 and 50 years old, prime working age. They are in a wide…Continue Reading →
At the moment probably the most relevant news is that Warren Buffett is not bullish for a quick recovery. I am in the same boat, I think we are years from a big Recovery, probably some time after the 2024…Continue Reading →
For me the important thing is that our eyes are now on the coming changes to the economy and our lives going forward. The stock market appears to completed its bounce off the recent lows. Increasing pressure on the health…Continue Reading →
Kind of lazy this morning. Here is a copy of my tweet this morning.
We are 20 days into the FED/Treasury April 9 Panic attack. They have successfully held the market up by their actions so far.. And will complete their meeting today with a Powell News Conference. Starting here we can go back…Continue Reading →
Following up on our previous blog, “The Bear Market has not Started Yet” you see that the forces building another artificial bubble are at full strength. My biggest take away, in all these scenarios since year 2000, there were no…Continue Reading →
A Little Perspective.. Having spent 50 years of my life in the markets, as a trader, fund manager, and AI Systems Trading developer, I think I have a perspective on what we have seen since mid-February. We had a market…Continue Reading →
The market is kind of settling in to the bounce parameters. As we said yesterday. The high yield market is where the FED and Treasury are focused, mainly because they set up a way to infuse money there to try…Continue Reading →
Who are the 7 %, they are the 1 % and the other 6 %, all the people who aspire to be in the 1 %. What I am saying is that I find it interesting in talking to people…Continue Reading →