Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (18068)

3/30/2016 11:04:02 AM

From: John Pitera

2 Recommendations

Recommended By
sixty2nds
The Ox

Respond to of 33421

this is an excellent assessment of Yellen's speech by Humble1

Message 30521727

From: humble1	3/29/2016 1:53:57 PM
	Read Replies (1) of 22741

this is the most important and sensible fed chair speech i have ever heard. yellen understands the asymmetric risk to fed policy. if *inflation does seriously surprise to the upside, rates can be raised quickly* BUT if the *deflation undertow is strong, it will be hard to fight it, means more balance sheet hike. she rules out neg rates, an important part of the asymmetric argument. so the risk is easy: risk inflation!* this is the result of the clandestine shanghai accord at the g-20 and means global centrals are all on board. this is huge: clearer, stronger, more sensible than i could have hoped for. it will echo for many weeks, right into early may, my first big sell pivot. more later on that early may window. -------------------------------------------- and it has been pointed out that the FED in looking to get to a 2% inflation target, is willing to work with a 2 to 3% inflation range. An overshoot of inflation is not a primary or substantial concern at this time. After all, if inflation does pick up then the FED can, in fact, raise rates several times and get into the long awaited normalized interest rate environment that so many have been seeking over the past several years. JP

To: John Pitera who wrote (18068)	4/1/2016 12:35:49 AM
From: Davy Crockett	1 Recommendation Recommended By Hawkmoon Respond to of 33421

Hi John and Chip, Wow... I became aware of the "K" wave back in (I dunno.... early 2000), I was ignorant back then... but since then have gained an appreciation for the Kondratieff Wave. I also like to think of the "K" Wave as some kind of super-cycle. Unlike poor Nikolai, I'm still here to attest to his theory... I look forward to your posts regarding the Kondratiev(ff) Wave theory John.

To: John Pitera who wrote (18068)	6/1/2016 12:00:38 PM
From: Chip McVickar	Read Replies (1) \| Respond to of 33421

The only public personality I know who's using Kondratiev cycles is Armstrong. I know you've been a keen student of Gann... Far more then me. I still feel the market is positing to climb higher onto new highs and fight the news. Why...!!! Money from ECU following in for safety will be put to work. Also, oddly and against all the press... BREXIT... will be viewed as a positive development for Britain. France is helping this view... My Best Chip