November saw a stock rally that has continued into December as Fed rate cut expectations have surged. 2024 looks volatile, but positive.Read More
Post Tagged with: "Economy"
Long-term U.S. Treasury rates and the dollar are peaking. That’s good for small caps and emerging markets in 2024.Read More
The QQQ correction is here. We have a plan for that. Traditional energy and clean energy might be buys.Read More
SPY is turning over and this could be just the beginning to a rough end of the year. Taking a look at Bitcoin again.Read More
Tracking the developing QQQ correction. What if the Magnificent 7 aren’t so magnificent for a quarter or two? 401k asset allocation thoughts.Read More
2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an “anything can happen” area and should be ready for anything that can happen. Sign-up for free access.Read More
The Federal Reserve is tightening and traders are fighting the Fed. That’s never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on hand.Read More
Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About section.Read More
My annual “futile forecasts.” The most important thing about forecasting and predictions is that it can help you prepare for various scenarios.
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We are accumulating cash with the idea that we get a good buying opportunity in the next year. Register to read.Read More
Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register to read.Read More
The rally off of the almost bear market correction of late 2018, has led to a near euphoric take by many investors as 2019 had a large gain. In reality, the stock market moved up about 20% over the past 2 years, or about 10% on average per year. Exactly in line with historical averages.Read More