The recession is not energy induced...It is due to lower levels of personal liquidity levels as described by the Investment Rate. Review my website for details.
Economic Drubbing Should Subside - Temporarily [View article]
Ther Investment Rate Measures the rate of change in investment inflows over extended periods of time. It is the foundation for this opinion and analysis. If you are not yet familiar with it, you can read about it on my site.
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
British:
I try to do the same, but I don't have patience for those that don't listen, because there are too many others out there that will. For those that don't listen, good luck.
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
British:
I don't see a problem, I only see trends. I also see anomalies. I also help others see them so they won't get in a situation. I am not an advocate for anything, I do not support or refute any policies, and, you may not like this, I don't care. Because brokers don't advise on the downside, I benefit. Being an advocate for change is not what I get paid to do. I get paid to help people protect their wealth and to make money while they do it. I do this well. If there are people who get abused because they don't listen, that's their fault, and their resposibility to engage their brokers, not mine.
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
British...yeah, the IR told us that 2007 was a transition year, and I began transitioning early, but the IR and this Target Indicator are different. Not, it took me a while with the stops, and the market increased 3x what it should based on our timing models, but we got it right! Our ultimate reversal trigger was 14120. We started at 12681.11. Again, risk controls were integral.
With that, the target indicator trends with notions that the Fed may begin a new leg int he cycle. IE, stop easing, or stop tightening. In this case, the Fed would stop easing after the next cut IMO, and therefore a sustained reversal would be reasonable.
The prior blips on fed rate cut news were short opps due to this same indicator.
My premiss is that this will be the last cut.
If that happens the Market mmay even fall first, but that will be a buying opp IMO.
If you want an update to the Investment Rate I'm having one on Thursday. You can clcik here if you want to listen in:
Stagflation in the 1970s vs. Today’s Economy [View article]
Gary:
If our conomy is as weak as The Investment Rate suggests, foreign investments will be a negative, not a positive, as foreigners pull money out of the US and place it in healthier economies across the globe.
Stagflation in the 1970s vs. Today’s Economy [View article]
Will, you may want to read my piece on 'where's the inflation' There I related the growth of wages to food and energy inflation levels over the past 7 years.
Further, consumer liquidity by my definition relates directly to the amounts of excess capital consumers have to make investments into our economy. The anaysis is derived by evaluating lifetime investment patterns as they relate to systematic and aggressive investments all inclusive.
The Great Fed Rate Cutting Myth: Look Out Below [View article]
I won't comment on all posts here, but in general...
The Fed did not start the Target Rate until 1997. This analysis stems from the beginning of the Fed offering a target rate.
Since then there are disctinct correlations. The above charts show that. They need not be exact, but they are good indicators, that's the point. If you can identify the turning points in the Fed Funds rate you can usually do the same in the Market.
This article demonstrates the problems facing the Fed. The problems facing the Market is that the Market just isn't able to find the liquidity to move higher. In fact, liquidity levels will decline steadily for the next 16 years.
Please read my strategic plan for 2007 and beyond....There, for my clients, I have illustrated exactly where the Dow would turn throughout the entire year. I do not predict gold, or oil, just the Markets.
Let me just say..the market has begun a decline already that will last for the next 5 - 10 years.
Most of my comments do not get posted to seeking alpha as you might expect. These articles get posted to my clients, and they are the ones who know best just how in front of the curve I am.
I know that inflation has been a problem...for a long time...but no one really seemed to be concerned with it.
I don't think they are now either...
I wrote about this 6 months ago...in an article in Seeking alpha called where's the inflation?
One thing I found interesting though...when Interest rates Decline the US Gov has an easier time paying off it's own debt. There's an added inceptive to cutting rates....
The takeaway is...the fed can't do anything about the economy anyway.....but inflation is on the rise
Oil Looks Toppy - Time to Short? [View article]
Oil Looks Toppy - Time to Short? [View article]
Tom.
Economic Drubbing Should Subside - Temporarily [View article]
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
I try to do the same, but I don't have patience for those that don't listen, because there are too many others out there that will. For those that don't listen, good luck.
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
I don't see a problem, I only see trends. I also see anomalies. I also help others see them so they won't get in a situation. I am not an advocate for anything, I do not support or refute any policies, and, you may not like this, I don't care. Because brokers don't advise on the downside, I benefit. Being an advocate for change is not what I get paid to do. I get paid to help people protect their wealth and to make money while they do it. I do this well. If there are people who get abused because they don't listen, that's their fault, and their resposibility to engage their brokers, not mine.
The Bernanke Fed's Next Interest Rate Cut Will Be Its Last [View article]
With that, the target indicator trends with notions that the Fed may begin a new leg int he cycle. IE, stop easing, or stop tightening. In this case, the Fed would stop easing after the next cut IMO, and therefore a sustained reversal would be reasonable.
The prior blips on fed rate cut news were short opps due to this same indicator.
My premiss is that this will be the last cut.
If that happens the Market mmay even fall first, but that will be a buying opp IMO.
If you want an update to the Investment Rate I'm having one on Thursday. You can clcik here if you want to listen in:
www1.gotomeeting.com/r...
Good trading.
THK.
Stagflation in the 1970s vs. Today’s Economy [View article]
If our conomy is as weak as The Investment Rate suggests, foreign investments will be a negative, not a positive, as foreigners pull money out of the US and place it in healthier economies across the globe.
Stagflation in the 1970s vs. Today’s Economy [View article]
Further, consumer liquidity by my definition relates directly to the amounts of excess capital consumers have to make investments into our economy. The anaysis is derived by evaluating lifetime investment patterns as they relate to systematic and aggressive investments all inclusive.
Details can be found here:
www.stocktradersdaily....
Good trading.
THK.
Maybe Investors Should Fight The Fed [View article]
The Great Fed Rate Cutting Myth: Look Out Below [View article]
The Fed did not start the Target Rate until 1997. This analysis stems from the beginning of the Fed offering a target rate.
Since then there are disctinct correlations. The above charts show that. They need not be exact, but they are good indicators, that's the point. If you can identify the turning points in the Fed Funds rate you can usually do the same in the Market.
Tough Decisions: What the Fed Should Do this Tuesday [View article]
PPI-CPI: I'm Even More Bearish Now [View article]
This article demonstrates the problems facing the Fed. The problems facing the Market is that the Market just isn't able to find the liquidity to move higher. In fact, liquidity levels will decline steadily for the next 16 years.
The Investment Rate tells you why:
www.stocktradersdaily....
PPI-CPI: I'm Even More Bearish Now [View article]
Please read my strategic plan for 2007 and beyond....There, for my clients, I have illustrated exactly where the Dow would turn throughout the entire year. I do not predict gold, or oil, just the Markets.
Let me just say..the market has begun a decline already that will last for the next 5 - 10 years.
Click here and read the strategic plan:
www.stocktradersdaily....
PPI-CPI: I'm Even More Bearish Now [View article]
Most of my comments do not get posted to seeking alpha as you might expect. These articles get posted to my clients, and they are the ones who know best just how in front of the curve I am.
I know that inflation has been a problem...for a long time...but no one really seemed to be concerned with it.
I don't think they are now either...
I wrote about this 6 months ago...in an article in Seeking alpha called where's the inflation?
One thing I found interesting though...when Interest rates Decline the US Gov has an easier time paying off it's own debt. There's an added inceptive to cutting rates....
The takeaway is...the fed can't do anything about the economy anyway.....but inflation is on the rise
PPI-CPI: I'm Even More Bearish Now [View article]
Sandisk was a 1 week trade...please read carefully before making comments like this...thanks.