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Visibility: Public Read/Watch Time: 47 minutes and worth it (plus nuggets) Can we be Bullish and Bearish at the same time? Absolutely. Buy what is Working. Sell What is Not Working. (Pillars 2 & 3) Can we be short financials
Visibility: Public Read/Watch Time: 24 minutes (only a couple of nuggets) Mike Tyson once said, “Everyone has a plan until they get punched in the mouth.” We have discussed here previously that before the next big decline, something will break.
Visibility: Public Read/Watch Time: 24 minutes (including nuggets) We are still getting Dollar Up and Rates Up for now. Are we going to get more of what we had last year? Last year when we had Dollar Up, Rates Up
Visibility: Public Read/Watch Time: 32 minutes (including a bonus) A couple of months ago, it was all about watching the direction of the U.S. Dollar and Interest Rates. What did we have? Dollar up, rates up, bonds down, stocks down,
Visibility: Public Read/Watch Time: 33 min (incl nuggets) Thanks for tuning in. I’m watching Dollars and Interest Rates. Remember the sledgehammer called the U.S. Dollar? I’m watching the chart of the $DXY. Two days doesn’t make a trend, but it
Visibility: Public Read/Watch Time: 41minutes (including nuggets) What’s the difference between Fed Funds Rate (FFR) and Mortgage Rates or Government Bonds Rates? Can the Fed be raising rates and mortgage rates still come down? Can raising rates reduce inflation? Does
Visibility: Public Read/Watch Time: 40 minutes Thanks for tuning in. This is a critical update. Remember the Circuit Breaker? The $VIX seems to be at or near a critical point. Inflation is sticky. Earnings are near. Credit/Debt issues are next.
Visibility: Public Read/Watch Time: 56 minutes and loaded Thanks for tuning in. There are so many shiny things in the investing world. Sometimes it seems hard to stay focused. Then I realize that I need to get back to what
Visibility: Public Read/Watch Time: 13 minutes Thanks for tuning in. CPI came out at 8:30am EST today. Dow Jones Industrial Average futures were up 700 points before the market open. It looks a bit weak right now. Will it hold?
Visibility: Public Read/Watch Time: 26 min We have talked about the markets getting to this point. The $VIX is where we thought it would be. The S&P500 is there as well. So, I have reduced my long positions and have