Mixed messages from the Fed might be a trial balloon.
So much of trading is dependent on “expectations” – what people think stocks will do in response to what some government official or powerful shareholder says.
“Fix your companies. Or Congress will.”
If you didn’t know already, semiconductor stocks have been on the injured list all year.
The biggest threat, of course, has been issues with the supply chain…
“The worst is behind us,” is probably the most ominous phrase you can utter.
Well, other than “I’ll be right back.”
The “metaverse” is collapsing in real time.
Remember not to trust techno-messianic prophecies about what’s inevitable…
“The midterms will help the market!”
I’m sure you’ve heard that quite a bit over the last month… But the truth is that it depends on the results.
Split Congress? Historically, yes. Otherwise, not so much…
Every investor needs his own PRIVATE INTELLIGENCE AGENCY on his side.
And powerful weapons at his disposal to act when information comes in.
Yesterday proved it.
“It’s finally here.”
“And while I don’t want to be accused of doubting “Our Democracy,” I can’t help but think of Bill the Butcher screaming “it’s election day!” in Gangs of New York.”
“China’s new customs data show a dramatic decrease in international trade – and that’s going to bounce back on the United States.”
“Follow the plan, stick to your technical tools, and upgrade when you can.”
“That’s the path to power. And we have what you need to walk it and win.”