spiralcalendar.com

The markets are providing us with evidence that our larger thesis, re bonds, is the correct one. Today’s video commentary inside.

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Younger and international blog readers may not get the 1960s cultural TV reference, but I think the point is pretty clear.

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Quiet markets mark time til summer’s end.

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Here’s a look at what levels are important on the weekly charts.

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Many seasoned and saavy Wall Streeters are perplexed by the apparent conundrum of a strong bond market that seems to be telegraphing deflation and recession and a stock market that seemingly proposes a very different scenario has it levitates with no apparent rhyme nor reason. This public post (open to non-subscribers) outlines my thoughts on [...]

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It’s just not time for lower prices!

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We really can’t ask for more from our indicators and models than how this latest market action has played out.

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Sure – if everything from China becomes more expensive, that will solve all our financial problems.  That seemed to be the bull’s logic this morning. I use word ‘logic’ loosely.

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