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June 21, 2024
Partially made up for todays bullish session. The dow gained 76. S p jumped 0. 72 . And the nasdaq too. We have to ask ourselves what could get us to make up the rest of the lost ground . I think first we need to analyze the proximate causes behind the decline. There are a lot of competing explanations out there. We have to get to the bottom of this. Many people are blaming this selloff on the fed. I need to disagree here. The fed stayed the course at this meeting they had, didnt do anything dif...
June 20, 2024
The president s, and maybe the geopolitical tensions and more sanctions against russia. Whatever, the day sure felt ominous. The s p giving up. 48 and the nasdaq dropping half a percent. Giving that the marks have turned treacherous here, whats the game plan . I think we have to raise a little cash to handle this newly punishingen viern am. You know ive been saying dont put new money in. Im tepid here. Many companies are reporting pretty decent numbers and not being rewarded for their efforts li...