Stargazer Asset Management Weekly – October 11 2021

This week we look at energy and interest rates and the effects they are having on markets.
BY ERIC FILL

Other posts

MI2 PartnersThoughts From The Divide: Trump twists, Powell sticks

BY JON WEBB
Last week, we mentioned how busy the news cycle had been, what with riots in LA, another Boeing crash, and speculation of Israeli military action against Iran. The speculation was right on the money, but you couldn’t tell if you were just looking at markets. Read more →

Thoughts From The Divide: If Then

BY JON WEBB
With another “most important Fed meeting of our lifetime” squarely in the rearview, and the first round of knee-jerk market moves pass to the side mirrors, it’s worth reflecting a little on the Fed Chair Powell’s “works”. The “biggest” move was the announced tapering of treasuries QT to roughly $25b from the previous rate of $60b of run off a month, but beyond that Fed confidence was conspicuous by its absence. The Chairman stated as much, admitting that “the data have not given us that greater confidence” that inflation was moving toward the 2% goal that Powell indicated necessary (how long is a piece of string?) for cuts. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy July 2023 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →
Back to all posts →