The “Virus Tech Momentum Index ETF” that Stole the Focus and Flows from BTC

Anyone watching (or trading) US equity markets might have noticed some (lets call it) optimistic price action in certain stocks, such as (but not limited to) AAPL, AMZN, PTON, ZM, and of course TSLA. Keen observers will also have noticed 9984 Softbank also ripping through new record highs. At the same time, these stocks tend … Continue reading The “Virus Tech Momentum Index ETF” that Stole the Focus and Flows from BTC

“China is waiting Trump out of office.” DISAGREE. China Wants/Needs Trump Re-Election

My long-standing, and incredibly, STILL non-consensus China/Trade view:  Consensus: China is not going to make a deal and hand Trump a win, they are waiting Trump out of office. My view: China (as in Xi & CCP) absolutely wants a 2nd term for Trump- and will attempt to interfere in 2020 US elections to assist … Continue reading “China is waiting Trump out of office.” DISAGREE. China Wants/Needs Trump Re-Election

Major Data Misread: “The US Consumer Is Strong, Unemployment Is Low”

Don’t just look at the data, look at the way you look at the data. “The US Consumer is strong, US Unemployment is low.” ← “Buy Equities” There is a major difference between “Consumer SPENDING” and “Consumer STRENGTH.” US Consumer Is SPENDING, not “STRONG” If you’re currently buying equities, understand that it’s the Fed Repo … Continue reading Major Data Misread: “The US Consumer Is Strong, Unemployment Is Low”