We cover valuation and extreme movements by indexes. How, why and how long can it go on? How deep can a correction go? Any paid membership.
Tag: Fed
Macro Thoughts & Year-End Q&A Webinar Announcement
Summary Coronavirus vaccines have given the markets hope and propulsion in recent months and now we have our first major Covid-19 mutation. Congress came together on a minimalistic support bill, but it won’t be enough for 8 million Americans newly in poverty or the 34 million that were already in […]
Macro Monday: A Depression Walks Into The Fed And Finds Robin Hood’s Diary
The economy is in a borderline depression, but the money printer goes brrr, so Robinhood buys everything in sight. Maybe it’s different this time, and speculation completely unsupported by the facts or valuations, will turn out just fine.
3 Stock Market Scenarios Short To Intermediate Term
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
Mutual Funds And ETFs For Fed Bond Buying
The Fed’s unprecedented corporate bond buying is yielding intermediate term opportunities. These ETFs and mutual funds are poised to capitalize on the Federal Reserve largess. We highlight several mutual funds available in 401k plans. View this important asset allocation piece with a Free Library Card.
Kirk Spano’s Q1 2020 Outlook & Game Plan
Coronavirus is raging and it will be years before it’s completely under control. But, governments are soaking the economy with money. How will it play out? Likely in unexpected ways. Learn some of the likely scenarios here.
#Coronacrash Market Update
We update our trading and investing thoughts with the #coronacrash happening now. We also listen to a Fed President affirm our bullish gold thesis. And, we take a sneak peak at Super Tuesday and what a Bernie win could mean short and long-term. Sign-up for a Free Library Card to see this content.
NotQE And The Repo Monster
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.
Get Ready To Buy Stocks Again
Amidst all the unappointed trade worry warriors, de facto Lords of debt bombs and bongo bubble blowers preaching narratives to us about why, how and when the world is going to end again, I have but one Presidential thing to say to them…..Bull$µ!#.
Wait For The Reds Of Their Eyes
The market got choppy on the “trade war” worries. That is opening up some trading opportunities for about the next year. Technical indicators are showing that we stand a good chance of seeing a big sell-off through next week, possibly heading as low as about 2600 on the S&P 500. […]
Janet Yellen and the Feds
Tell me that Janet Yellen and the Feds doesn’t sound like a totally groovy band. For the past few months they have been singing that they will be raising interest rates this year sometime. Don’t ignore their music just because you might not like it. It’s an important sound man. […]
Super Sunday
As I sit in my Green Bay Packers t-shirt at my keyboard I am still quietly lamenting that I will not be watching my team in the Super Bowl today. There is some consolation, I do like Russell Wilson, I have friends from Boston who will feel good if the […]
