Partial Look at the Models and Positions
Friday I was part of the Festival of Learning sponsored by Real Vision to help new and experienced traders.
The topics that came up were in line with what everyone who trades wants …
We have written lots of Daily’s, not to mention, talked a lot about on media, the significance of the 23-month moving average.
Here are some past comments:
What has happened in the last 2 years? A bullish run in 2021 …
Last week I tweeted:
I believe the #commodities prices in food softs $DBA have bottomed. $GLD-well those who know me-that I pointed out bottomed months ago. $SLV now outperforming. That tells you something. Maybe even #oil. Get ready for the …
Friday:
Monday:
Over the weekend, our Daily covered 3 key ratios to help decipher the market action and the prevailing macro theme for the economy.
We started with the one between long bonds (TLT) and the S&P 500 (SPY).
All …
One of the best questions I got asked this week was how I can be long gold and long semiconductors at the same time?
Simple answer.
We love to take a position based on the macro which is why gold …
The Fed raised rates 25 bps The decision was unanimous.
The terminal rate projection is unchanged at 5.1%
FOMC statement modifies guidance: “The committee anticipates that some additional policy firming may be appropriate.”
My first tweet @marketminute this morning before …
The market buzz can be quite contagious.
“Market didn’t collapse on the bank news-must be bullish.”
“Yellen will save the day buy making sure depositors are safe.”
Yellen herself- “We have an economy that is performing very well.”
And of …
Is it here in the Russell 2000 (IWM)?
Check out the weekly chart.
The 50-week moving average just crossed below the 200-week moving average.
That is bearish.
The Leadership Indicators shows IWM well underperforming the SPY
Bearish
The Real Motion …
When we wrote How to Grow Your Wealth in 2023 we began with
Chaos
Trying to fit a square peg into a round hole.
Looking for Inflation in All the Wrong Places
Could we have known at the time what …
From our How to Grow Your Wealth in 2023 we featured the projections for the Economic Modern Family.
We begin with the Granddad of the Family-Russell 2000 (IWM), In December 2022, we wrote this:
“The Russell 2000 IWM is the …
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