Big Picture Right Now: 6/16/2019 China trade deal up in the air – nothing planned until G20 Summit on June 28/29 Tensions with Iran continue S&P 500 showing weakness – watch for reversal Broadcom leading chips down – tech sector short opportunities Consumer...
In this latest update, I outline the “Big Picture” and major events to watch for this week. As always, I welcome your questions, comments and feedback....
In “A tale of two cities,” Charles Dickens opens saying it is “The Best of Times, The Worst of Times.” The reference is the French Revolution and a contrast between London and Paris. He talks about “the spring of hope, and the winter of...
The market continues up, defiant of all signs of global slowing. What’s up with that? Ultimately, the “why” doesn’t matter. The “what” is the reality and I will trade the reality, up or down. Here is the latest analysis and update:...
The yield curve “inverted” last Friday, meaning the 10 year yield went below the 3 month yield. Many claim that this is incontrovertible evidence of an impending recession. You can also find many commentators advising that you ignore it – the the...
