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…
Good to have you back readers. It has been a volatile and exciting week in both the markets and at the Olympics. I recall the old ABC Wide World of Sprorts adage, “Spanning the Globe and bringing you the Thrill …
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 …
For those of you who do not know much about me, I wrote a book called Plant Your Money Tree: A Guide to Growing Your Wealth.
The main thrust of the book was about market phases, of which we use …
Welcome back readers. Hope that you had a good “summer” week and that the sudden shift from positive to negative in the markets did not catch you off guard. We will explore…
On all accounts, it has been a good …
Watch Out! Last Week Was Different.
Space Stock (SATL) Takes Off, and Energy Stocks Fall.
April 5, 2026
