Why it Won't be a "Mistake" if the Fed Waits to Cut Short-Term Interest Rates in an Aggressive Manner

Since we have some new readers, we’d again want to reiterate that we always try to provide items from both the bullish side and the bearish side of the bull/bear ledger each week. However, we always let you know which side of the ledger we stand at any given time……Of course, our goal is to be correct, but another one of our goals is to help people look at the markets in a way that they would not normally look at them. So, we like to touch on many different aspects of the markets…..Thank you and enjoy the rest of your weekend!

Table of Contents:

1) Cutting rates aggressively in the middle of a bubble is a stupid idea.

2) The risks of a bad bear market are much, much higher than most people realize.

3) However, the momentum remains strong, so we’ll be watching one key index.

4) The chip stocks act great, but they NEED to avoid a “sell the news” reaction to NVDA’s earnings.

5) It impossible not to love Palantir, but no stock rallies in a straight line.

6) The Russell 2000 stands at a critical juncture on the technical side of things.

7) Long term bond yields are showing signs of an upside reversal.

8) The positioning in the crude oil market is turning bullish.

9) More reasons to worry that the rally in the housing stocks might be coming to and end.

10) The crypto market looks poised for a near-term breather.

11) “The US Economic Outlook Remains Gloomy”

12) Summary of our current stance.