Regarding the Semi’s

I did not make the point clear in the previous post but as NFTRH subscribers may recall, it is the Semi Equipment companies (they that supply the chip makers with…

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Semi Equipment Book-to-Bill Ratio Moderating

Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…

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Palladium (PALL) Weekly Chart

I was going to NFTRH+ this, but then decided that the chart had neither the implied upside nor quite the setup I'd like.  But I thought I'd pop it up…

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Stocks; Adjusted for ‘Inflation’ and for Gold

[edit] Post veers at little at the end, may require a couple reads... [edit2] Attn: Subscribers, material dovetails with market analysis in #318 [edit3] Charts are quite large; click for…

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