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Well the lifting of stocks, real estate, and crypto will be a bit harder since no one is outside the bubble. There is no down in the reasoning of great long holdings. The money to propel markets higher and make every everyone happy will however be as tough a changing a tire from inside the…

Markets are surging this AM to slightly higher on the the new year. Stocks have the same look as the last few years, except prices are incredibly higher. Of course that will not stop the bulls. The Nasdaq 100 and the five stocks which run it is lurching higher. Buyers want to remind the tech…

Risky. Hard to cover risk being long. The markets are convinced Trump will all but guarantee the upside, but it sure feels crowded. Equities are too close to highs, interest rates are rising, and long everything is the overall condition. Real estate has too many weak longs. While there are extremely tight supplies in various…

Nearly every, up till now, bear strategist is stumbling up to the alter of AI to profess their regret in ever doubting the AI monster. They now see it’s revolutionary impact on productivity and claim on innovation cannot be stopped. The impact on higher share pricers has delivered these Bears barfing all over their P/Ls…

As a professional trader I would certainly rather be looking for opportunities to short the ES or NQ. This predilection to short comes from more of a floor trader mentality, especially when markets are trading at high levels. When floor trading dominated markets years ago, floor traders were at the transaction point of price discovery.…

Hunch turns bad. The markets may now be set to explore wide ranges and will root out positions not prepared for election results. Interest rates edging higher. Fed will definitely be lowering but will have little impact.

The Long and Unwinding Road I have written about the bull market in Data Center creation in the Midwest where cheap land and proximity to water is a driver. The DC race is on all over the country as big tech forecasts exponential demand for their services. The AI trade is on and everyone is…

Generative AI versus Predictive AI Generative AI and predictive AI, while both under the umbrella of artificial intelligence, function differently. Predictive AI is more like a fortune teller. It’s designed to predict future outcomes based on existing data. It looks at patterns and trends in the data it’s been fed and uses that information to…

Residential real estate is tight because there are few regional spreads to execute. Sell yours and buy a scaled down market. More supply is needed but zoning across the county makes it nearly impossible to modify current permitted uses. Add to that the world is long equities and would seemingly like to buy more. The…

Missing immune cells may explain why COVID-19 vaccine protection quickly wanes Neither vaccinations nor immunity from infections seem to thwart SARS-CoV-2 for long. The frequency of new infections within a few months of a previous bout or a shot is one of COVID-19’s most vexing puzzles. Now, scientists have learned that a little-known type of…