View from The Ships Crow's Nest >>>>>

Follow Sector /Cycle Investing by Fidelity SECTOR   INDUSTRY S&P 500 ® Index -1.60% -- -7.33% Sector Expand All Collapse All Last % Change AS OF 05:14 PM ET 03/31/2020 Market Cap 03/30/2020 1-Year % Change 03/30/2020 Show Communication Services details Communication Services 5 Industries -0.51% $4.05T Communication Services 1 year % change -4.15% Show Consumer Discretionary details Consumer Discretionary 11 Industries -1.78% $4.62T Consumer Discretionary 1 year % change -10.40% Show Consumer Staples details Consumer Staples 6 Industries -1.96% $3.39T Consumer Staples 1 year % change -1.48% Show Energy details Energy 2 Industries +1.63% $1.65T Energy 1 year % change -55.09% Show Financials details Financials 7 Industries -2.99% $5.07T Financials 1 year % change -16.50% Show Health Care details Health Care 6 Industries -0.39% $5.36T Health Care 1 year % change -2.40% Show Industrials details Industrials 14 Industries -1.27% ...

FED just messed up by buying Mortgage Backed Securities    By CNN 03/31/20 As part of the coronavirus stimulus action, the Fed bought $250 billion worth of mortgage-backed securities in a space of two weeks. For perspective, that dwarfs the amount they bought during the housing crisis by $80 billion. Now Mortgage Bankers Face Bankruptcy .. .read more

Watch for the Best Time to buy this Bucket or Motif  

The US Dollar Chart by Norton Link to chart at Stockcharts.com

Down The Rabbit Hole: You Cannot Make this up. Including Non-recourse Loans

Unsanitized: The Federal Reserve Loads the Cannon  by David Dayen March 27, 2020                   Plus, the value of unions. This is The COVID-19 Daily Report Prospect.Org "First Response As we’ve discussed,  the   bailout package   scheduled for a vote in the House today includes $454 billion for the Treasury Department to hand over to the Federal Reserve. (This was initially $425 billion but they topped it up in the final bill.) That money could then be placed into a “credit facility” and levered up 10-1, creating a $4.5 trillion money cannon aimed at the largest corporations in America.  ..." Read More.. . Comment: This is just a continuation of the 2008 Playbook that did not work! Consider the Law of Diminshing Returns for Deficit Financing . The FED during 2008 initial spending on the new idea of QE(Quantitative Easing) which is little more than starting up the printing presses, creating Trillion...