It certainly doesn’t feel like a bubble. We’ve heard about home prices in many cities skyrocketing like there has been one, still there does seem to be something different. If it is a bubble, it sure isn’t the same as the last one, the big one fifteen years ago. Much is missing this time around. […]
It seems a paradox, at least like it is backwards. The financial media doesn’t help because good editorial standards rely upon the opinions and beliefs of credentialed people who have no idea what they are talking about. If you hold high office in some central bank, we are to assume you are competent about monetary […]
The US Federal Budget Deficit is growing. That makes the US economy look good. And that’s bad news. Federal Tax revenues rose in June. The…
Every once in a while, especially at market extremes, it’s good to take a stake of the bigger picture. Now that the market, highly encouraged by the Fed, has baked in a […]
They kicked the can into July, but it was there for all to see. Here’s what it means for your investment strategy. Subscribers, click here…
Everybody is trampling all over themselves to raise bullish targets. $SPX 3,300, $SPX 3,350, $SPX 3500, do I hear Dow 31,500? Yes I am. The big driver of course the Fed and […]
Globally synchronized growth is transitioning, slowly, into global synchronized contraction.
So far, the consolidation is proceeding according to Hoyle. I’m adding two more trading picks in the miners. This report covers the short to long…
The latest batch of economic from China featured a little something for everyone. For those thinking about a second half rebound, retail sales gained nearly 10% in June. It was the first time near to double digits since March 2018. At the other end of the spectrum, Real GDP rose just 6.2% year-over-year in the […]
A couple market lessons from history perhaps worth considering for both bulls and bears. I’m an analytical soul. Data and facts matter to me. But clearly they don’t blend well in our […]
