Wait For The White’s Of The Market’s Eyes
The stock market swung in a wider than we’re used to range again today. The Dow (DIA) opened the day up a bit, then added…
Investing 2020s Blog
Welcome to the Investing 2020s free blog. Here we cover macro themes discussed in the Investing 2020s webinars and other investing topics, as well as, posting “chat room” highlights that include charts, article links and commentary. Get our free content by signing up for our Free Special Reports Library.
It’s Time To Be A Net Stock Seller
Summary Risk assets have very little support – stocks are risk assets. President Trump’s trade policy is high risk and has an unknown ending. While…
Market Tells President To Stop It
President Trump announced tariffs of 25% on targeted, but yet to-be-determined, Chinese products in response to a “tremendous intellectual property theft situation.” He then described…
Weekly Webinar w/ Q&A 3-16-2018
This week we cover why government and central bank actions are failing to create sustained growth consistent with pre-financial crisis levels and the “slow growth…
Here’s What Gary Cohn Sees: #Tariffs = #Inflation + #Slowgrowth = #Stagflation
National Economic Council Director Gary Cohn is resigning from President Donald Trump’s administration over the tariffs that are being imposed on steel and aluminum. The…
Friday Weekly Webinar Invite
Hello, I am committing to the Friday webinars. I think I’m up for it. Love to have you on when you can. I use a…
Quick Thoughts on Fed Chair Powell
“My personal outlook for the economy has strengthened since December…” Federal Reserve Chairman Powell to Congress in his first address to members. My immediate reaction…
Macro Dashes: Welcome To President Trump’s Economy And Markets
President Trump has unleashed a trade war that will likely lead to inflation. We are also left more at the mercy of OPEC as he thwarts alternative ene…
Here’s Why Oil is Going Higher Soon
Energy has been a top performer for decades. Over the past few years it has seen a volatile road crashing from highs. Recently oil and…
Foreign Holdings, Pain and S&P 1600
In one of the earlier articles leading up to my volatility and mini-correction call, I mentioned that the run up in stocks could have been…
How Low Can We Go?
This stock market is moving very fast right now. As I discussed a few days ago in “This Correction Could Have Another Leg Down:” The surge…
Kirk Q & A – Week After 1st Correction
Last week the markets became very volatile and sold off. The carnage wasn’t just domestic, it was global. China had a terrible week that culminated…
