Tao Economics

Navigating Economics Cycles for Preservation and Survival

Announcements

Updates and News from TaoEconomics

This is a good follow up to my S&P warning / Nvidia warning

Darshan shows that oil as a 10 year leading indicator for the S&P

From Dorsey Intel.

The Reckoning Has Arrived: my latest fix on McClellan's ~10 year leading indicator (https://lnkd.in/eF6YbgeM) paints a grim picture. Expect 🐻bearish Risk OFF market behavior through the end of the year, followed by a relief rally ~ Q1'25. Despite higher volatility ahead, good arbs (🐂long:short🐻) exist in BTC:Tech (AAPL,QQQ), DefAero(BA,EADS,NOC):Cyclicals(F,TSLA,XLY), and Coal,Steel,Wood,Paper:Semiconductors.

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Rebooting TaoEconomics

- Posted in Announcements by

I have been running the site TaoEconomics under the handle StingingNettle for quite some time.

Previously TaoEconomics was both a wordpress site where I posted market thoughts and commentary. There was also a message board with regular folks that have been around for quite some time. Originally the message board users came from the Daily Reckoning message board and Da Bears message board.

Due to my regular full time job which became very demanding as promotions and more responsibilities happened I had let the site go into a unusable state.

While, I am not clear if I will be bringing back the message board yet (I may use a different medium for a message board group), I have re-launched the site for providing market commentary and survival type posts as we approach the end of what many call the 4th turning.

Stay tuned for more further updates!

-StingingNettle