Kurt Kallaus | TalkMarkets | Page 2
President of Exec Spec LLC; Director at Sunnen
Contributor's Links: EXECSPEC
Kurt Kallaus is the author of Exec Spec and the KDelta trading model for stocks and all commodity futures. In the 1980’s, with a business degree and having worked in manufacturing, Kurt Kallaus engaged with a private Investment Partnership specializing in commodities and stock indexes. He ...more

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Inflation Fears Feed Fed Hawks
The fear of recession in early 2023 has been greatly exaggerated and the laconic attitude toward inflation is being replaced with a degree of alarm.
Housing Sector Has Firm Foundation
The modern debt-heavy housing industry exists due to the centuries-old concept of the mortgage.
Record Jobs Shortfall Is Green Light For Investors
Throughout history, the economy oscillates from expansion to contraction. We had the most artificially stimulated expansion in history during Covid with a significant slowing over the past year on a rate-of-change basis.
Fed Says Hawk And Investors Hear Dove
The stock market views inflation as being in an entrenched downtrend and is ready to look past disappointing earnings in the same way it’s whistling past the Fed’s graveyard of future interest rate hikes.
Equity Troops Lead Generals Higher
Higher lows and higher highs in most stock indices in the US and around the world offer a favorable medium to long term assessment for the health of the stock market and future economy.
Bear Transition To Trading Range Market
The forecast of a weaker economy became a clear consensus when the Fed finally committed itself to a rate hiking policy last March to crush inflation down to 2%. The debate ever since has been around the degree of GDP slowing.
New Year Stocks Ready To Bounce, But Briefly
Year-end institutional portfolio adjustments and tax loss harvesting are the main reasons attributed to the frequent occurrence of strong stock market rallies during December, in particular, the week or two following Christmas.
Lower Inflation, Profits And Wages In 2023
The manufacturing sector is now experiencing deflation, so the Fed has turned its steely gaze toward the overinflated and much larger service sector.
Inflation Will Fall, But When?
While analysts decry any further Fed rate hikes that risk an ever deeper recession, investors observe an economy powering along with a strong consumer, full employment and higher corporate earnings.
Fed Soothsayers Expecting A Pause And Year End Rally
For now, it appears to be a lock that Chairman Powell will announce a 75-point hike this week and hint at a 50-point hike in December while communicating a higher for longer interest rate trend well into 2023.
Has The Inflation Reduction Act Already Reduced Inflation?
The high but falling inflation data provided cover for an artfully named $740 billion Inflation Reduction Act this week.
Stocks Surge On Recession News
The market action took longer to show upside acceleration than we had presumed, yet the 13% rally from the June lows is 6 weeks old and is now the longest and strongest rally of 2022.
More Bark Than Bite, Benign Omicron Buoys Stocks
The major US stock indices have retraced most of the sharp 3-day decline of 5% with an equally impressive rally the past 2 days.
Boeing Stock Ready For Low Altitude Flights In 2022
Despite being part of a duopoly controlling the airline industry, Boeing has been a troubled stock with the worst in class management obscuring analysis of its future valuation.
Stimulus: Can There Be Too Much Of A Good Thing?
The new Biden stimulus of $1.9 could boost GDP several percentage points this year and even add 1% growth to the global economy.
Raging Rates Sink Stocks Short Term
Rates are all the rage these days. The Fed, backed by their unlimited digital printing press, promised us rock bottom interest rates into 2022.
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