July 22, 2022 With the strong rally the past 10 days in the stock and bond markets in the face of elevated inflation reports, and the very likely continued increase in Federal Reserve interest rates, some investors are starting to feel the worst is behind us, and it is time to add to positions. Is…… Continue reading Have we seen The Bottom?
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Too Good to be True?
Sunday, July 17th, 2022 If investors needed another reminder that if something sounds too good to be true, it probable is, they got a big wake-up call this week. Crypto lender CELSIUS, which 9 months ago, said that they had $25 Billion, with a “B” in assets, under management, this week filed for bankruptcy, leaving…… Continue reading Too Good to be True?
Elon wants “out” of TWTR deal.
July 9, 2022 As we had suggested might happen in our Post back on June 6, 2022, Elon Musk officially “terminated” his offer to buy TWTR today. Not sure he did it with a letter to the Company, or via a Tweet. Of course, there are two parties to this contract, and it appears that…… Continue reading Elon wants “out” of TWTR deal.
Buffett Builds Oxy Position
Despite the weakness in the Energy Sector, the past few weeks, Warren Buffett’s Berkshire (BRK.A)(BRK.B) continues to add to its significant position in Occidental Petroleum OXY ($61). What’s Up? Does Buffett see another surge in oil prices or just sees this a good place to put some of his growing cash balances? Is he thinking…… Continue reading Buffett Builds Oxy Position
Can Bitcoin Hold $20,000 Level?
Several weeks ago a number of market observers pointed out that a few hedge funds, and corporate CEO’s, were using Bitcoin as their preferred cash equivalent, rather than Treasury Bills and Money Market Funds. In fact, it was reported that Michael Saylor the CEO of MicroStrategy (MSTR) had a Billion Dollar position in Bitcoin, which…… Continue reading Can Bitcoin Hold $20,000 Level?
“Don’t Fight the Fed”
This is a simplistic, but highly useful, Wall Street investment guide that strongly recommends that you adjust your portfolio’s balance among Stocks, Bonds, and Cash in harmony with the Federal Reserve’s (“The Fed’s) monetary policies. This market wisdom was mentioned in Martin Zweig’s book “Winning on Wall Street” published in 1970. Still worth reading today.…… Continue reading “Don’t Fight the Fed”
A Wake-Up Call?
It only took a few hours for most stock and bond market investors to realize that increasing interest rates, as outlined yesterday by Fed Chairman Powell, would not be good for stock or bond markets. Yesterday’s short covering rally, was based on hope that it would only take a little more adjustment to interest rates…… Continue reading A Wake-Up Call?
Powell to the Rescue?
After several days of speculation, Federal Reserve Chairman Powell raised interest rates 3/4’s of a point, in a determined effort to choke off inflationary forces. Although this shows how determined the members of the “Fed” are in trying to bring inflation back under control, concerns are starting to grow, that this may also produce a…… Continue reading Powell to the Rescue?
Have we Reached Bottom?
Usually, after a panic sell off like the selling we saw on both Friday and Monday, the market could have a substantial snap back rally to scare the short sellers. However, I still see that the usual jump in volatility that usually occurs with temporary bottoms, has not happened yet. Also, I am very concerned…… Continue reading Have we Reached Bottom?
Thinking the “Unthinkable”
As stock market and bond market participants wait for this week’s interest rate decision by the Federal Reserve, the debate continues whether it needs to be 1/4 point or 1/2 point increase, in the Federal Funds Rate, to show the Fed’s determination to fight inflation. That is, until Friday’s Bureau of Labor Statistics release of…… Continue reading Thinking the “Unthinkable”