Market Look

–If at 100th you don’t succeed, try try again. That has been the motto of central banks for over a decade and continues to be the motto. This morning:– –In spite of the ECB having negative rates, in spite of the trillions of printed money, in spite of the 10 year German Bund amazingly yielding…

Futures up a wee bit…but today doesn’t matter. Tomorrow doesn’t matters. What matters is one person and his minions using whatever data they see to continue easy money policies that go easier every time markets get in trouble. It nauseates us that we continue to be in central bank-induced markets…but it is the way it…

No…it is not because the Amway Center is about 1,000 feet from our offices. It is because Florida and certain parts of Florida, namely the areas around central Florida, that may matter most. Here are some very important facts. Florida is a whopping 29 electoral votes…the largest swing state. Florida has gone for the winner…

It’s a long day but this BROADCOM (AVGO) news is important. As you know, the SEMIS are the most important group to our work as they continue to lead markets up and down. It used to be the FINANCIALS were first and SEMIS second. No longer. So…we will watch closely. Fundamentally, we have been saying…

SEMIS and FINANCIALS took brunt yesterday but major indices not going anywhere…and after weak overnight, we walk into an up morning as CHINA reversed early big losses. Regardless, the Fed is next week. We expect them to lower rates or telegraph the lowering of rates in the next meeting…and that is usually what matters most….

Strong day yesterday with some give-back as the Mexico tariff thingy ended. We walk into another gap to the upside this morning as yields back up and money is deployed. An amazing more than a “V” shaped move back up off of one thing…OUR FED once again crapping in their pants about a correction in…