Category Archive: 9a) Buy and Hold

In the kind of market where bad news is good news, where do we go from here? The dark side of not allowing business cycle to complete: Recession = Bad; so the market has outrun the economy. Why the Medicare Advantage TV ads have disappeared;

Read More »

(9/1/22) Cheerleaders singing the praises of a bear market bottom, bullishness abounding, and high prices for equities were back...were wrong. Turns out it was a bear market rally, after an assault on the 200-DMA failed.

Read More »

(9/1/22) What would happen if markets break through the 50-DMA? We're treating any market rally as an opportunity to sell and reduce equity risk; parsing Jerome Powell's post-Jackson Hole comments; bringing pain to households and businesses, and the beginning of the Price-Wage spiral; will the Fed start to pay more attention to employment numbers?

Read More »

(8/31/22) Tuesday's Jolt Report showing stronger employment jerked markets to attention with the suggestion the Fed may become even more aggressive in its tightening strategy. However, a closer look at the employment scene reveals labor force participation rates are nothing to crow about.

Read More »

(8/31/22) Considering the Fed's Quantitative Tightening and what CEOs' confidence is saying about the economy; confidence on the wane as the economy weakens (which is the intent of the Fed); dire predictions of a "whopper" recession in 2023; why isn't the Fed looking at M-2?

Read More »

(8/30/22) With markets in an over-sold on multiple levels, a rally was due, and markets did on Monday test the 50-DMA and bounced, almost rallying to break-even, before slipping back to the close. Markets actually posted a "green candle" for the day. Tuesday morning futures are pointing higher, as a prelude to an attempt at a bounce, with the potential to get back up to the 20-DMA. We will likely see a rally that is sold-into. A rally to...

Read More »

(8/30/22) Markets are on sell-signals, so use any rally to sell-into and raise cash, rebalance portfolio risk; the impact on credit spreads by rising interest rates will reverberate through the economy. We are likely not through the corrective period. 60% of Americans living paycheck to paycheck--down from 61%! Is the pain worth the fight on inflation? why investing doesn't work as advertised. America exports inflation and imports deflation; what...

Read More »

Markets sold off on Friday as the Fed withheld an expected pivot in policy, and actually suggested remaining more aggressive in addressing inflation. Jerome Powell also specifically stated such action would lead to slower economic growth and job losses--a necessary evil in the fight to curb the rate of inflation.

Read More »

#Markets #Money #Investment_Advice

Read More »