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Here’s the transcript from this week’s Live Q&A Chat. I’m selling my Altria MO today, more details below. Q. Best guess. When are negative interest rates coming to US? Will that crash the stock market or blow bubble even bigger? A. If the negative interest
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I’m headed to NYC tomorrow night for the rest of the week. I’ll be on Fox Business Friday morning August 30 from 6am til 9am ET. Doesn’t Friday feel like forever ago already? Maybe I should attribute that to a Kurzweil Singularity Rate* in the News Cycle.
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Our markets, if not our actual economy, are being driven by tweets, tariffs, trade wars and Trump (“The Four T’s”, copyright Cody Willard 2019 haha). Trump tweets, especially the ones about tariffs and trade wars, are driving our markets, at least intraday, if not our actual economy more often
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All it took was yet another tweet tit for a tariff tat to get the markets are worried about The Great Trade War of the 21st Century. Is the trade war going to create a US recession? Can it be resolved before one hits? I’ll write more about this
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Here’s the transcript for this week’s Live Q&A Chat. Q. When looking to build a core position to hold with conviction for many years please describe your thought process. Is intuition a significant part of that? A. Interesting you should ask that question. I just wrote
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At one point on August 1, the Nasdaq 100 was above 8000. Heading into August, I got a little bit bearish and highlighted the SMH in particular as a short. (Trade Alert: TXN pops, semi’s look ready to drop (and a change to my TV schedule)). Two trading days
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This morning, apparently the “real” yield curve inverted. Not that fake yield curve that inverted a few times already, in which you might have made the mistake of thinking that the 30-year Treasury or the 3-month Treasury might be important. No, apparently, it was only the 10 year and the
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“There is something frightening about the universe when we consider that only our senses of sound and sight make it beautiful. Just think, the universe is darker than the darkest ink; colder than the coldest ice and more silent than a silent tomb with all the bodies rushing through it
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I’m doing some trimming, just maintenance. Will send out a Trade Alert after the chat. Too much to do! Here’s the transcript from this week’s Live Q&A. Q. Last week, I felt like a day trader and we did pretty well. Any new short term
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I’m getting a bit dizzy with these wild swings in the markets but at least we’ve had some nice success using the swings to our advantage. Just yesterday, I wrote: “It’s been an absolutely wild week and a half of action. Another swift sell-off from the highs
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Just two trading days ago, I wrote: “It’s been an absolutely wild week of action. Nice bounce from the lows *checks charts* uh, yesterday morning. I’m nibbling a few index puts here, reloading a little bit of protection. Maybe trim a little bit of the names we nibbled
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It’s been an absolutely wild week of action. Nice bounce from the lows *checks charts* uh, yesterday morning. I’m nibbling a few index puts here, reloading a little bit of protection. Maybe trim a little bit of the names we nibbled on during the panic *checks charts* uh,
