I went back to my Outlook 2023 written in December 2022 where I begin with:
You Can’t Run with the Hare and Hunt with the Hounds.
This expression will ultimately summarize the upcoming year.
As the Year of the Tiger …
Some notes this week:
Growth stocks acting as a defense move again esp. given that the FED remains on the fence about interest rate.
Small caps and retail though, could still act as an anchor-for now, they both held a …
Before we begin, just a note to mention that TLT took out the fast MA featured in the October 10th Daily, while SPY underperformed. If that is a trend, it behooves you to review that Daily.
Loyal readers of the …
The next direction of the long bonds is crucial in determining the macro.
First, after a wrecking ball crash and ahead of the FOMC, we could surmise that a bottoming like action defines the last several trading days.
Our Real …
For consistency, here are the key go to’s during an uncertain time in the market:
I spent all of last week in the media and in print, going over the importance of 2 key indicators. (See the media clips below)
Yesterday, we covered the 80-month moving average in small caps and retail.
Today, I did several interviews-some already out (BNN Bloomberg), others will be out soon (Financial Sense Jim Pupluva) and the one that you can find on Youtube later …
We began the year examining the 23-month moving averages in all the indices and major market sectors.
It was pretty simple really.
Buy anything that cleared the blue line (2-year business cycle), which we explained was a good reflection of …
If you are finding yourself fluctuating between bullishness and bearishness, then congratulations!
Hopefully, that also means you are waiting for certain signals to help you commit to one way or another.
Here are the signals we are waiting for before …
We do not want to walk down the political aisle.
Nonetheless, what person can turn their heads away from the Sunday deadline on funding the government.
The aftermath of a shutdown will most likely include a credit downgrade for the …
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