Kurt Kallaus | TalkMarkets | Page 8
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

Articles

Latest Posts
113 to 128 of 205 Posts
<<< 1 ... 6 7 8 9 10 ... 13 >>>
Energy Market Near Seasonal Top
Oil momentum readings are overbought and a greater than $5 correction later this quarter is likely.
Ags, Softs And Meats Outlook
The US Dollar needs to begin a multi-month downtrend to sustain major uptrends in most commodities.
Aversion To Yield Inversion
Normal economic expansions are supported by positive sloping yield curves where riskier long duration maturities offering higher rates of return than lower risk short duration debt.
Household Wealth Close To Stall Speed
Corporate balance sheets are in excellent shape, but equally impressive is the Net Worth of the American Household that grows virtually every single quarter year over year.
Work Less Earn More
Working fewer hours at higher pay sounds like a good thing. It may be better than it sounds.
Car Loans Crash – No Impact
Lenders have kept their loan standards higher since the painful lesson of the last recession, reducing their exposure to sub-prime borrowers and focusing on the more creditworthy car buyers.
Bull Market Pause In March?
Inflection points such as the record October stock market peak and the panic low in December are the important milestones we endeavor to navigate successfully through this massive 10-year Bullish wave in US stocks.
Where Is The Next Sovereign Debt Crisis?
After decades of profligate spending since we abandoned the Gold backed Dollar, the fear of a debt crisis has grown with each recession.
The Dog Ate My Eurozone Recovery
European dysfunction is making Trump’s economic ‘strategery’ look prescient. We all know that Trade Wars are bad for all economies, yet the US economy accelerated in 2018 while all others have slowed.
Stocks Sink On Fear Of Trade Deal Delay
The China Trade Deal expectations continue to be the most important driver of US stock indices in 2019.
Powell Put And China Call
It was always a given that the Fed would quickly shift to a dovish posture on interest rates once stocks capitulated more than 15% and economic signs of deceleration were obvious.
Oil Has Bottomed
A secondary seasonal low should arrive in February or March before prices move higher again. The degree of correction from the January peak remains hostage to events surrounding the US and China trade negotiation.
Consumer Buckles But Unbowed
The American consumer is healthy but isn’t invisible. Their spending habits will ebb and flow with the news of the day over the worries of tomorrow. A renewed trade war after the March 1st deadline would hurt the consumer and the stock market.
January Rally Mirrors December Panic
The Dow has rallied over 3,000 points since the Christmas bottom (basis futures) and most indices are up 14 of the past 17 trading days. Financials have had their 2nd most rapid ascent in 20 years over a 15 day period.
Was Santa Claus Climax The Bottom?
The deeper the economic weakness in 2019, the greater the upside potential in 2020 for the economy, earnings, and stock prices.
Trade Deal Sentiment Helps Dollar Fall
President Trump campaigned in 2016 on making the US Dollar weak again to reduce the endless wave of record trade deficits with China.
113 to 128 of 205 Posts
<<< 1 ... 6 7 8 9 10 ... 13 >>>