The repo market is in disarray and Fed bailing is now approaching a half trillion dollars. Is this QE or a bailout? I suspect it’s a stealth hedge fund bailout. A big one.
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Having studied economics and being in finance for over two decades, I have learned that only one thing is certain – that almost nothing is certain. As we endeavor to come up with our best analysis of the world around us, the opportunities and risks, we have to try to overcome a myriad of issues including our own ignorance, biases and emotions. What follows are my attempts to overcome those obstacles. Welcome to my view.
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This piece is available to anybody with a subscription or a FREE Library Card. Find out how we are trading the first half of 2020 and what might develop. Hint, we expect volatility to increase in 2020 and the year to potentially be a lot like 2018 ending in a crash.
This is my summary 2020 outlook. As I have discussed before, prognostications though often accurate, have difficulty providing precise enough time frames to trade. Because of that, I think investors should consider different scenarios, from most likely to least likely, and have a game plan for each. — You can access this piece with a Free Library Card! Sign-up today.
A Special Report that I am giving to clients of my investment advisory for the 2020 New Year. Webinar linked. Get access with a Free Library Card.
Kirk’s Weekend Review: Mini Trade-Deal, Conflicting Economics, Fed Standing Pat, Brexit And Investing In Alt Energy & The Smart Grid
This week we finally got the well publicized “phase 1” trade deal with China. We also got more conflicting economic data and news on Brexit. My webinar this week was about investing in alternative energy and the smart grid in the 2020s.
Each weekend I provide a quick review piece to help you find what you need most. I also include some “Quick Thoughts” to help put things into context. To start, here is the link to this week’s webinar: Euphoria, #Crash2020 & The Coming Retirement Crisis The stock market is on the verge of finally having a “euphoric” or “delusional” blow-off top. People have been saying this was right around the […]
Having the right resources is extremely important in investing. I’ve vetted over a hundred services and websites over two decades. Here are a simple and cheap ways to get great information and sift out the noise.
The Peak Oil Plateau is arriving earlier than expected. Investors need to prepare for the risks and opportunities. Read this piece with a Free Library Card or any membership.
Each quarter we provide an outlook and gameplan. It is concise and covers our big picture view. This report will be available to anybody with a Free Library Card in the future. If you do not have Free Library Card, sign up today.
I track technical analysts, including Avi Gilburt over at FATrader, Marc Chaikin, a point-and-figure guy here in Milwaukee, several candlestick makers and a few others. When their macro analysis lines up, it gives me pause. Right now, they are all telling a similar story:
The stock market is very likely to go lower from here.