Macro liqudity been bullish since early July. That was no secret. We were fully informed and prepared. And it’s no secret that this balance is…
As projections rise, prices are rising to catch up with them as concurrent up phases grow long in the tooth. But momentum and cycle indicators remain bullish. Here are the latest projections and suggestions.
But play both sides. Which is what we’re doing. Broad market indicators say the market is going higher, but cycle screens say, “Whoa, not so…
Macro liquidity is growing at a historically rapid pace, but much slower than in the second quarter. And there are signs of trouble brewing. Here’s what they are and what to do about them.
Gold has met most of the targets we had, but there are still a few left for the short run. Meanwhile, we’re swinging higher with our mining picks.
Short term cycles are in down phases. There are a couple of clear parameters to watch for signs of whether this will get worse or not. Intermediate cycles appear to be topping out. Again, there are clear parameters to watch for confirmation.
But the long term indications remain bullish, with a brand new price and time projection for the bull market high. It won’t make bears happy, but our chart picks still have 4 shorts along with 7 longs. The bull is no longer a monolith, but it only takes a few big stocks to carry the market averages higher.
Fed QE and Treasury supply remain roughly in balance. The Fed is still funding most, if not all new issuance, either by direct purchase of…
Gold has broken through minor resistance and seems headed for its 13 week cycle projection before this move is exhausted. I’ve added a new mining pick to our list.
There are dangers everywhere. And opportunities. This report lists a few, with clear action parameters.
The Fed doesn’t know what it will do until it does it, neither does the market. And it’s likely to take the market longer to figure it out than it takes us, if we’re paying attention. Which we are.
Here’s what we know and what to do about it.