It's all in the reflexes
Ben_1148x2I divide my time assessing macro economics, fundamental analysis, and technical analysis of short and long term opportunities. Anything shared here is for educational purposes and not investment or financial advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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Video 3: Seasonality, Cycles, Individual Charts
This is the 3rd and final video for the weekend.
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My perspective on some of the economic data that I follow.
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Review of market timing signals and several forms of breadth analysis.
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Seasonality, cycles, and individual opport...
Video update 2: Market Timing Signals and Breadth Analysis
I am going to share 3 video updates this weekend.
-
My perspective on some of the economic data that I follow.
-
Review of market timing signals and several forms of breadth analysis.
-
Sunday I will cover a handful of charts th...
Video Update 1: Economic Factors
I am going to share 3 video updates this weekend.
-
My perspective on some of the economic data that I follow.
-
Review of market timing signals and several forms of breadth analysis.
-
Sunday I will cover a handful of charts...
Credit expansion, equities vs commodities, and the inflation Watch
Introduction
While participants chase late stage narratives in AI and energy, liquidity conditions are silently shifting. Recent loan officer surveys indicate a gradual easing of lending standards, US interest rates are rising, and the...
Structural Shift or Relief Rally? (spoiler alert: I'm open minded to both)
Introduction
While the broader market fixates on geopolitical noise, I am focused on where capital is rotating and keeping an eye on early signs of a contradictory policy stance in the FOMC. On the fastest timeframes, trend health decis...
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