Category Archives: Uncategorized

You don’t have to go to 2007-2008 in order to see how far off the Fed can be. Look at this interest rate prediction from March 2021. I saved it then on my hard drive. They predicted rates at 0.75% … Continue reading →

The problem with listening to perma-bears is that they miss important things. For example, McDonalds had 13 Q of record growth 30% ! How can you say economy was bad in 2024! It’s Complete Stupidity! However, as I always say … Continue reading →

The YoY comparison is useful. Normally it drops every year. And in 2007, it accelerated upwards. But now it continues up at 10% and the unemployment rate is now more reasonable at 4.2%… The economy was too strong in 2023 … Continue reading →

Always mentioned are sub-prime loans for dramatic effect. However, what’s important are the prime loans… Last October it passed above 2% for 120days past due…

Level 1 (employees) and 2-3 are like birds. They’re always looking for small stuff and they miss the big stuff. THEY SQUANDER THEIR MENTAL CAPITAL WATCHING ALL THE TIME! The BEAR or level 4 only wakes up when there is … Continue reading →

Great video of Bordenaro…. In 2021, rumors of inflation abounded and in 2022 the Fed went crazy raising rates. Similar..we now have rumors of recession and then 2026 follows with Fed panicking again. I think of 2026 as 2022 in … Continue reading →

Since stocks have been rallying from last July-Feb 2025, notice that claims have been flat. Unemployment rate (UR) follows. Now that the stocks are in transition with market down -3% (by 3rd wk Dec) this year as opposed to +24% … Continue reading →

waiting for first drop…

IT’S ALL ABOUT GROWTH NOW…NO MORE CPI. FOCUS IS ON DROPS. From April 29…. Proof of weakness….TECK stock…40 wkma X 100 wkma by next week… AND 100 wkma super-cycle slope points down since March…