*Investors Blog*

So what’s the cycle we’re talking about here then? A natural one, or an artificial situation fueled by printed money.
It's a Natural cycle that happens on average every 53 trading days and 120 days . Stan Harley tracks these cycles .
Here's an example >>>

Screenshot 2024-02-03 at 16-41-26 January 16th Trade What You See with Larry Pesavento on TFN...webp
 
2 years of sub 4% unemployment. Slowing the rate of inflation. That's a strong economy. Even Kudlow coughed up accolades.
Economy must be doing pretty good . My barber said a G.M. customer said he's working a mandatory 12hr days - 7 days a week . Sounds like strong demand to me .
 
Credit card debt at a record height - not even counting buy now pay later. Credit card delinquencies at the highest level since 2012. Its a tale of two cities. Those with in demand skills can name there price, and those with risk assets are wealthier than ever. Those with neither fall further behind. FWIW, my paycheck was my best year ever in 2023. 2024 is off to a very good start as well. So of course I am happy, but nervous.

https://fred.stlouisfed.org/series/DRCCLACBS

https://fred.stlouisfed.org/series/RCCCBBALTOT
 
Give it a few more months, tunes change quickly.

I'm not saying I know, but unless some really unexpected inflation comes into play, they won't be jacking rates much more.
Powell did an interview with 60 minutes. He has said the board believes they should cut this year, but they want to see continuing good data on inflation. So there certainly aren't any more increases coming. But cuts might not come as fast as the market might like.

I will be watching the 10 year auction on Wednesday and 30 year on Thursday. The TBAC came out with their funding recommendation last week, and it includes more notes and bonds than it has in a while - so I am interested to see where it settles.
 
I posted this in the EV section but thought I would just post the bottom line for Cathie Woods performance.
Thats all I need to say, I just get sick of the god like status the media gives her, but maybe that is finally coming to an end.

The source is "The Street"
Wood’s flagship Ark Innovation ETF, (ARKK) , with $7.5 billion in assets, has generated a return of just 5% for the last 12 months. And the annualized return is negative 32% for the past three years and a mere positive 2% for five years.
 
I posted this in the EV section but thought I would just post the bottom line for Cathie Woods performance.
Thats all I need to say, I just get sick of the god like status the media gives her, but maybe that is finally coming to an end.

The source is "The Street"
Wood’s flagship Ark Innovation ETF, (ARKK) , with $7.5 billion in assets, has generated a return of just 5% for the last 12 months. And the annualized return is negative 32% for the past three years and a mere positive 2% for five years.
Pretty sure they haven't been treating her as such for awhile........that said a man would have been pilloried by now.
 
As soon as buy something based on Kathy Woods / Buffet / Whomever owns it - your not investing. Your trading.

I have no issues with trading - do a little myself. But you need to understand the difference, which really amounts to how tight the trailing sell order is :)
Your second paragraph saved you!

If you listen to Woods you are deaf, blind and drunk and that's an insult to all three groups of people.
 
Your second paragraph saved you!

If you listen to Woods you are deaf, blind and drunk and that's an insult to all three groups of people.
And she is still treated like a god! Just today check out the MSN link.
Her mouth is still moving her investors taking a bath for the last five years, and yet every time her mouth opens the media jumps all over what she says
https://www.msn.com/en-us/money/mar...could-increase-its-market-10-fold/ar-BB1hSnFn

Cathie Wood says Elon Musk's latest big plan could increase its market '10-fold​

 
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