tag:blogger.com,1999:blog-99201392024-02-28T15:18:59.341-08:00Kirk's Market ThoughtsKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.comBlogger855125tag:blogger.com,1999:blog-9920139.post-66491573329399490672024-01-01T10:18:00.000-08:002024-01-01T10:18:23.503-08:002023 Year End Summary & Market Update for 12-31-23Happy New Year!Unlike 2022, 2023 was a great year for both stocks and bonds.The US stock markets responded well to the US economy continuing to grow while inflation continued its slow decline:Despite very confident predictions from many famous economists that the US economy would experience a recession by Mid to Late 2023, this prediction was as bad as the prediction that high inflation would be Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-84444751168998531192023-11-02T07:11:00.004-07:002023-11-02T07:19:45.565-07:00Kirk's Investor Sentiment Charts 🐂📈Kirk Lindstrom's Investor Bull/Bear Sentiment Charts for 11/2/23 📉🐻Reminder, you can follow this feed (subscribe for free) and get sent emails by Google when I post new charts and articles here. Just click "Follow" below.11/2/23 Notes:There is a large divergence between professional newsletter writers (II) and individual investors (AAII) sentiment.II is "neutral" but its decline is Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-48531550050110563462023-10-15T06:34:00.003-07:002023-10-15T06:34:19.102-07:00Fed Funds Interest Rate vs S&P 500 Charts Fed Funds Interest Rate vs S&P 500 for 10/15/23More Treasury Interest RatesKirk Lindstrom's Investment LetterTo see what stocks and ETFs are in my "Explore Portfolio" and get a full list of on my price targets to both take profits or buy more:Subscribe NOW and getthe October 2023 Issue for FREE!!! (If you mention this blog post)Kirk's Key Articles:Using Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-47551490193636152552023-10-05T16:07:00.003-07:002023-10-05T19:31:09.535-07:00Stock Market, Interest Rates and Market Sentiment UpdateStock Market and Market Sentiment Update for October 5, 202310-Yr Treasury Note Rate vs DJIA - 05/05/23Kirk's Dow vs Oscillators Graphs 2CS-p: Invented by Tom Drake, the 2CS-p is the "5 day moving average of the product of the vix and p/c ratio." The scale runs from 0 to 100% with 0% max bullishness and 100% max bearish reading for us contrarians. Put Call RatioFear andKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-73988716651891356072023-09-30T07:52:00.005-07:002023-10-05T15:27:47.788-07:00US Treasury Rates and Yield Curve US Treasury Interest Rate graphs from 1/1/94 through 9/30/23US Treasury Yield Curvefrom https://www.ustreasuryyieldcurve.com/ US Treasury Interest RatesFrom https://home.treasury.gov/ TIPS:Kirk Lindstrom's Investment LetterTo see what stocks and ETFs are in my "Explore Portfolio" and get a full list of on my price targets to both take profits or buy more: Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-83306707248195009422023-09-15T16:42:00.001-07:002023-09-15T17:24:03.588-07:00Market Update, Interest Rates, Yield Curve & US Treasury DebtMarket Update for September 15, 2023 FZDXX Money Market Fund:US Treasury Yield Curve https://www.ustreasuryyieldcurve.com/Canada Bond Yield Curve Total Treasury DebtAsk questions and read discussion on my Facebook Investing for the Long-Term group.To see what stocks and ETFs are in my "Explore Portfolio" and get a full list of on my price targets to both take profits or buy Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-42332585454119553492023-08-24T07:15:00.001-07:002023-08-24T07:15:10.358-07:00Kirk's Investor Sentiment Charts & Data 🐂📈Kirk Lindstrom's Investor Bull/Bear Sentiment Charts for 8/24/23 📉🐻Reminder, you can subscribe or follow this feed and get sent emails by Google when I post new charts and articles. Just click "Follow" below.II Investors Intelligence & AAII (American Association of Individual Investors) Sentiment Updates.Graphs best views full screen.II Bulls and Bears Sentiment GraphsAAII Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-34906934831356088402023-08-01T06:02:00.002-07:002023-08-01T06:19:21.905-07:00Market Update for July 31, 2023What a great year we've had now with seven months in the books. After a major bear market that bottomed in October of 2022, the four major indexes are mostly recovered to 3.4% to 18.0% below their record all-time highs.My Explore Portfolio is just 0.1% below its record all-time high!Inflation is running at 3.0% year-over-year while we are getting 5% in money market funds for a 2.0% Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-21243320419684060252023-07-22T09:29:00.002-07:002023-07-22T09:29:53.297-07:00US Treasury Rates, Graphs & Yield Curve US Treasury Interest Rate graphs through 7/21/23US Treasury Yield Curvefrom https://www.ustreasuryyieldcurve.com/ US Treasury Interest RatesFrom https://home.treasury.gov/ TIPS:Kirk Lindstrom's Investment LetterTo see what stocks and ETFs are in my "Explore Portfolio" and get a full list of on my price targets to both take profits or buy more: Subscribe NOW&Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-80237397621464546152023-06-29T06:47:00.001-07:002023-06-29T06:47:49.920-07:00Kirk's Investor Sentiment Charts & Data 🐂📈Kirk Lindstrom's Investor Bull/Bear Sentiment Charts for 6/29/23 📉🐻Reminder, you can subscribe or follow this feed and get sent emails by Google when I post new charts and articles. Just click "Follow" below.II Investors Intelligence & AAII (American Association of Individual Investors) Sentiment Updates.Graphs best views full screen.II Bulls and Bears Sentiment GraphsAAII Bulls Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-12815987877657295532023-06-24T07:56:00.004-07:002023-06-24T08:19:30.757-07:00LIBOR RatesLIBOR Rates are near decade highsChart of LIBOR Rates from 1993 to 6/24/23When rates were high and falling, I used to get hybrid loans that were fixed for one to five years then variable for the next 30 years. Back when rates were under 4% for 30-year loans, I recommended replacing these risky, variable rate loans with fixed rate loans.In 2011, I ate my cooking and refinanced my 30 year Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-22078140307254368622023-06-17T06:47:00.004-07:002023-06-17T07:20:58.540-07:00Market Update for June 17, 2023 What a great year for bulls!To see what stocks and ETFs are in my "Explore Portfolio" and get a full list of on my price targets to both take profits or buy more: Subscribe NOW and getthe June 2023 Issue for FREE!!! (If you mention this ad)xKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-65281852644569726632023-06-13T10:10:00.001-07:002023-06-13T10:10:30.723-07:00Treasury Revenue Falls, Spending Rises and Deficit Soars6/13/23 Updated Summary of Receipts, Outlays, and the Deficit/Surplus of the U.S. Government by Month.: Key Points:For FY 2023, total taxes and other revenues collected YTD are down 11.3% year-over-year. Just as big a "problem" is SPENDING grew 9.4%! Spending is up about 5.4% above the 4.0% year over year CPI inflation rate reported this morning.The deficit is up 27.1% Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-40634648322216919752023-06-08T06:46:00.003-07:002023-06-08T06:54:15.823-07:00Kirk's Investor Sentiment Charts & Data 🐂📈Kirk Lindstrom's Investor Bull/Bear Sentiment Charts for 6/8/23 📉🐻Reminder, you can subscribe or follow this feed and get sent emails by Google when I post new charts and articles. Just click "Follow" below.II Investors Intelligence & AAII (American Association of Individual Investors) Sentiment Updates.Graphs best views full screen.II Bulls and Bears Sentiment GraphsAAII Bulls Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-30409269861769396382023-05-31T16:13:00.002-07:002023-05-31T17:50:05.921-07:00Market Update for March 31, 2023Five of twelve months into 2023, we have a split market with the Dow and the Russell 2000 indexes down while the S&P 500 and the Nasdaq indexes are up. All four remain down double digits from their ATHs (All Time Highs) also summarized in the same table. S&P 500 Stocks YTD Heat Map where the size of the boxes represents the market capitalization (share price times Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-75440470750144333742023-05-11T08:16:00.007-07:002023-05-11T09:03:08.899-07:00Kirk's Investor Sentiment Charts & Data 🐂📈Kirk Lindstrom's Investor Bull/Bear Sentiment Charts for 5/11/23 📉🐻Reminder, you can subscribe or follow this feed and get sent emails by Google when I post new charts and articles. Just click "Follow" below.II Investors Intelligence & AAII (American Association of Individual Investors) Sentiment UpdatesII Bulls and Bears Sentiment GraphsAAII Bulls and Bears Sentiment Graphs: Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-49818784274162841972023-05-06T07:31:00.003-07:002023-05-06T07:31:26.539-07:00State Street Investor Confidence Index vs The Markets Graphs of the "State Street Investor Confidence Index" vs the Stock Market IndexesGraph of State Street Investor Confidence Index vs the S&P 500Graph of State Street Investor Confidence Index vs the NasdaqGraph of State Street Investor Confidence Index vs the Dow Kirk Lindstrom's Investment LetterTo see what stocks and ETFs are on my buy list and what are my price targets to take Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-64298075603515631952023-05-06T07:24:00.001-07:002023-05-06T07:24:28.472-07:00Cinco de Mayo Market Update Market Update for Friday May 5, 2023Kirk Lindstrom's Investment LetterTo see what stocks and ETFs are on my buy list and what are my price targets to take profits or buy more shares: Subscribe NOW xxxKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-85769640622567317162023-05-01T07:53:00.002-07:002023-05-01T08:15:51.682-07:00FRC First Republic Bank Fails - JPMorgan Chase Buys AssetsThis is the second largest bank failure in history, only Silicon Valley Bank's March 10, 2023 failure was larger. The FDIC estimates this will cost them about $13B which I expect them to recover with higher fees on banks which they will pass on to us with lower rates on savings.See my article: SIVB Silicon Valley Bank Fails - FDIC Steps InClick for Full Size ImageFrom FDIC Press Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-4490077191306335902023-04-29T07:25:00.001-07:002023-04-29T07:25:41.857-07:00April Market Update - 2023 is 33% Over Market Update for April 28, 2023 the last trading day of April.US Treasury Interest Rates through 4/28/23 CPI vs Fed Funds Rate vs Expected 10-Yr Inflation Kirk Lindstrom's Investment LetterTo see what stocks and ETFs are on my buy list and what are my price targets: Subscribe NOW and getthe April 2023 Issue for FREE!!!(If you mention Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-23885216801649521792023-04-28T08:04:00.008-07:002023-04-29T07:22:59.713-07:00Michigan Consumer Sentiment Index 10 & 50-Year GraphsUniversity of Michigan Index of Consumer SentimentHere is a graph of the University of Michigan Index of Consumer Sentiment for the last 50 years.Here is a graph of the University of Michigan Index of Consumer Sentiment for the last 10 years.Here is a graph of the University of Michigan Index of Consumer Sentiment vs the S&P 500 and Nasdaq back to 1990.Kirk Lindstrom's Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-53672889020481933742023-04-27T19:33:00.005-07:002023-04-27T19:35:20.314-07:00State Street Investor Confidence Index Graph vs the Stock MarketsGraphs of State Street Investor Confidence Index vs the S&P 500, Nasdaq & Dow Graph of State Street Investor Confidence Index vs the S&P 500 Graph of State Street Investor Confidence Index vs the Nasdaq Graph of State Street Investor Confidence Index vs the DowKirk Lindstrom's Investment LetterTo see what stocks and ETFs are on my buy list and what are my price targets: Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-84407245460692608802023-04-23T10:41:00.001-07:002023-04-23T10:41:34.769-07:00BBBY RIP - Bed Bath & Beyond Chapter 11 Bankruptcy Today Bed, Bath & Beyond announced Chapter 11 bankruptcy.To me, a customer, via email dated 4:39 AM PSTTo Our Valued Customers:Earlier today, Bed Bath & Beyond Inc. filed for voluntary Chapter 11 protection.We appreciate that our customers have trusted us through the most important milestones in their lives – from going to college, to getting married, to settling into a new home, toKirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0tag:blogger.com,1999:blog-9920139.post-43566957523032273402023-04-12T14:42:00.002-07:002023-04-12T14:42:17.167-07:00Treasury Revenue Falls For Fifth Consecutive Month I updated my revenue, spending & deficit table for the US Treasury with the latest numbers.Revenue (taxes and fees) is not keeping up with inflation much less growing as you would expect if the economy was healthySpending is soaring, much like a recession.Deficits, as a result, have already soared to $1.1 Trillion at the half way mark of fiscal 2023 while they didn't pass $1 trillion until Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0Los Altos Hills, CA 94022, USA37.3694009 -122.14054139.9479297556054078 -157.2967913 64.7908720443946 -86.9842913tag:blogger.com,1999:blog-9920139.post-78337159587517585422023-04-01T06:45:00.003-07:002023-04-01T07:20:24.857-07:00The Stock Markets Soared in Q1-2023! 📈🐂Market Update for Friday March 31, 2023🐻📉The Dow, SPX, Nasdaq & Russell 2000 gained 0.4%, 7.0%, 16.8% and 2.3%, respectively.Buffett's Berk/B fell 0.1%!BRK/B is Warren Buffett's Berkshire Hathaway Class B SharesDJIA Dow Jones Industrial AverageS&P 500NasdaqIWM is iShares Russell 2000 ETFInteresting return data from a Ryan Detrick tweet"This is interesting.When the S&Kirk Lindstromhttp://www.blogger.com/profile/08907286927383718834noreply@blogger.com0