Those of you who read my predictions know that I am long term bullish in alternative energy and in electric vehicles.
Looking domestically, recent price cuts in EVs have spurred new buyers.
According to Bloomberg, a growing trend across the …
In the Economic Economic Modern Family, the most interesting sector is Retail XRT.
After the strong consumer confidence, the ETF looks like a move over July highs should be followed.
The “vanity” trade continues to sit in dormancy, but LLY …
The lazy days of summer have been anything but lazy.
The last 3 weeks, the Economic Economic Modern Family has gone Outward Bound.
Now that we are in the last week of August, what do the weekly charts tell us?…
Yesterday we tried to make it easy for you.
Our dear Granny Retail XRT told us a lot after the economic data already out earlier in the week (CPI PPI), and then the retail sales and earnings reports that came …
Let’s make this real easy.
After inflation data, speculation on the next moves from the FED, fears of recession, calls for soft landing and so forth and so on, I want, no crave, simplicity.
Calling on my Economic Economic Modern …
Here are my most recent overall thoughts:
We are exercising caution as the growth stocks and SPY are in warning phases, well below their July calendar ranges and with momentum showing some mean reversion but not enough momentum to get …
Hedge funds are the most bearish on commodities prices in at least 13 years as fears of a deeper economic slowdown cast doubts on demand for everything from crude oil to metals and grains, according to a report by Bloomberg…
Did this past week really resolve which way the Economic Modern Family wants to go from here?
In some ways yes and other ways no.
Yes
I wrote about long bonds TLT starting in June and how they could be the next big trade.
They were, but for a week or so only at this point.
The reasoning was that high yields would start to come …
In 2023, one of our best callouts and profitable swing trade, was buying the Vietnam ETF (VNM) on the lows and riding it to its peak in September 2023.
We did a hold a tail though into the correction and …