Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at least. But what if the move is real,…
You see, it's not a Trump thing. It's an 'America is so hopelessly indebted (as are other developed economies) that they have no choice now' thing. However the election shakes…
So who to believe, the "legendary" Jim Rogers, as interviewed by perma-bear/survivalist/gold booster Chris Martenson's enterprise (click graphic, get story)? Or Mark Hulbert, he of the contrary mindset (click graphic,…
Whether the market is foreign or domestic, equity, commodity or metal the grind is on. Speaking of grind, the one in gold has been expected as the metal builds out…
It's just another FOMC week, during which the machines always seem to be programmed for havoc. It's lesson number 1,745,382 stating that whatever happens pre-FOMC is not real. It's why,…
Here are some weekly charts showing the current trends in various US stock market sectors vs. the broad SPX/SPY. Remember, it's the trends that are important here, not the patterns…
Last week I asked the question Am I Topping? Earlier this week I had a bit of over-confidence and hubris that maybe I wasn't topping as the portfolio hit a…
With respect to my holdings... Tech stocks up Non-tech stocks up Global stocks up Gold/Silver stocks up Euro short up Long Volatility (VIXY) up To boot, last week I asked…
This is a chart of my IRA's performance over the last year. Am I topping or am I in consolidation? I'll tell you one thing; there is no way I'm…
Something changed just before, during and after Armageddon '08. That something is that the impulsive rise in growth stocks vs. value stocks (2007-2009) then maintained a grinding uptrend until a…
I of course like posting charts of positions that did what they were supposed to do, and went up. Especially the ones that went up a lot. But what of…
I've nailed a few of them lately. Today it's DVAX, which has been a perpetual watch list item since taking a good profit on it in late 2019. Per the…
Because we are managing a high risk market and doing so from not only the vantage point of technology, but strategic technology within the greater sector. I call it two…
[edit] Okay, they turned it back on and I got my fill. But I'll post anyway because I love this shtick... Before I could even begin buying they shut the…