Monthly Archives: December 2016

“We think the markets have it fundamentally wrong.”

“It’s the Dollar Stupid” – Paul Brodsky   This article does an outstanding job of describing the real policies behind the headlines that are driving both policy and the markets. I regard it as a must read for investors, with … Continue reading

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8 Reasons Why Trumponomics Will Flop

Junk Bonds 2 Year Negative Divergence Signal. Echoes of 2000 and 2007.   Trump post election rally breaks the records. Echoes 2000   Trump Record Euphoria and Advisors Hugely Allocate To Equities for 2017   What Really Changed With Trump? … Continue reading

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Economic Fantasies and Cycles

  The chart above shows very clearly stock market behavior that has never happened before.  Dow Most Overbought in 20 years   “single most extreme syndrome of “overvalued, overbought, overbullish” conditions”   Shiller warns stocks are partying like its 1929  … Continue reading

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Historic Inflection Points …”There Are No Markets” … “Money System is a “Trickle Down” Racket” …. 3 Investment Choices

The relationship between stocks and bonds has reached a triple major historic inflection point.   7 reasons for a new paradigm – Reason 1: Inflation At A Quadruple Inflection Point?   Reason 2: US Labor market conditions could be too … Continue reading

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“Voodoo Two Won’t Do”. US Stocks – Divergence Everywhere.

US Equities – Divergence Everywhere Record levels of bullishness A lower high in new highs versus new lows   Volume not confirming either   Not long before higher bond yields hurt US equities – Goldman Sachs   US is short … Continue reading

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