We have to go back to the checklist. The one i created last month told us to be careful and not be aggressive. Be a seller rather than a buyer into strength. To refresh we have been using a checklist. What could put an end to the pain. One, the fed has to give clarity about where it stands with raising interest rates. The real market has slowed since december but employment hasnt as we saw friday. Thats a big reason the averages have been slammed. Fed is in a bind. We have low unemployment. They are worried about the economy over heating. Janet yellen traces the congress on wednesday. Secondly, we need resolutions of political uncertainty. On the eve of the New Hampshire primary is situation is deteriorated from when we candidates will be and the positions on both sides have hardened against business. Anyone listening to Hillary Clinton realizeses she wants to outdo Bernie Sanders in contempt for wall street which means contempt for your portfolio. Bad. Checks a real no show. Third, we
Secondly, we need resolutions of political uncertainty. Primary is situation is deteriorated from when we we have no idea who the candidates will be and the hardened against business. Anyone listening to Hillary Clinton realizeses she wants to outdo Bernie Sanders in contempt for wall street which means contempt for your portfolio. Bad. Checks a real no show. Third, we need china to get ready. The stock market is closed for the new year. No check. Just a respite. Fourth, a commodity bottom. All i can say is they are trying hard. Maybe related to a weaker dollar. Too early to decide at this point. Oil needs to stabilize. Crude has been trying to make a stand at 30. I dont know why it should hold here. Oil has been acting it acts better. But its not stable. Continues to amass the limited partnerships. No bottom in sight. The hedge funds and port foalle owe managers like to show they need oil exposure. Six, we want to see some improvement in the geopolitical scene. This was a problem when
Have been slammed. Fed is in a bind. We have low unemployment. They are worried about the economy over heating. Janet yellen traces the congress on wednesday. Secondly, we need resolutions of political uncertainty. On the eve of the New Hampshire primary is situation is deteriorated from when we created the checklist. We have no idea who the candidates will be and the positions on both sides have hardened against business. Anyone listening to Hillary Clinton realizeses she wants to outdo Bernie Sanders in contempt for wall street which means contempt for your portfolio. Bad. Checks a real no show. Third, we need china to get ready. The stock market is closed for the new year. No check. Just a respite. Fourth, a commodity bottom. All i can say is they are trying hard. Maybe related to a weaker too early to decide at this point. Oil needs to stabilize. Crude has been trying to make a stand at 30. I dont know why it should hold here. Oil has been acting it acts better. But its not stable.
We have to go back to the checklist. The one i created last month told us to be careful and not be aggressive. Be a seller rather than a buyer into strength. To refresh we have been using a checklist. What could put an end to the pain. One, the fed has to give clarity about where it stands with raising interest rates. The real market has slowed since december but employment hasnt as we saw friday. Thats a big reason the averages have been slammed. Fed is in a bind. We have low unemployment. They are worried about the economy over heating. Janet yellen traces the congress on wednesday. Secondly, we need resolutions of political uncertainty. On the eve of the New Hampshire primary is situation is deteriorated from when we created the checklist. We have no idea who the candidates will be and the anyone listening to Hillary Clinton realizeses she wants to outdo Bernie Sanders in contempt for wall street which means contempt for your portfolio. Bad. Checks a real no show. Third, we need chi