Random Thoughts

  • One of the more interesting aspects of last weeks decline is that the dollar did not catch a flight to safety bid. Fresh lows in the dollar could add to inflationary pressures. 
  • Speaking of inflationary pressures, have you seen a chart of the CRB Index recently?
  • Is anybody unaware that the market must go up tomorrow on the first of the month?
  • Even though I fancy myself a contrarian I am not stepping in front of that train. Seasonality has worked too well.
  • When is the last time the market started the day well into the green and ended lower? I literally cannot even recall.
  • If the market sells off through the end of this week I will look to get long for a bounce next week. If the market sells off through late March I will look to get long for the seasonally strong month of April.

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