Category Archives: Uncategorized

Interest Rates Too High But Coming Down (Commodity Cycle is Needed to Weaken Economy)

High interest rates + gas are still killing the economy. Imagine! 5 months up on interest rates! (Mar-Jul) Your computers won’t tell you that!

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XOM now outperforms SPY (Commodity Cycle) and WMT down

40 wk X 100 wk in May 23% out-performance on SPY or 3:1 Since May-June WMT down….

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M1 continues to rise…..Q2 Money Velocity Hits 0

at +10% you are in a bear market or bad economy… M2V now hits 0

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SPY Momentum falls in Q3

At end of June…Q2 +7%

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High Interest Rates + High Gas Kills Economy

WS is greedy…why not keep commodity prices high as well? Lets make money on SPY+commodities. BUT that also kills the economy and leads to a market correction. 1yT starts discounting the coming correction first. 1yT continues down… Why did long … Continue reading

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Total Rigs rising since May…Gas starts to fall Jun-Jul

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1yT and SPY 4wk +3.2% (1.26% av)

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CPI continues down

But still high….AND also indicates growth is declining.

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1y Treasury Needs to Drop Below FedRate. Payroll also down.

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Gas Buddy Turns Down. SPY +13% YTD Jul (+19% YoY)

Have to turn it down before election…. Monthly average gas price below…. 1 month…

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