And I don't mean in stocks, although a possible ramp job (ref. Semi and Bio momentum) has been part of the plan there as well. NFTRH first introduced the Machine…
You may have noticed old friend SIMO back in the Roth IRA per NFTRH 319. That was me in essence jumping the gun just a bit on its chart. Silicon…
In light of the dynamics in play in the interest rate market, one might want to watch a sector that favors rising interest rates (the Banks, given ZIRP at the Fed’s discount window) vs. rising yields out along the curve. Even though the curve is dropping, if we assume that banks are funded near 0% their lending out across the curve would have a profit motive.
As surmised in the subscriber update posted just after the 'Jobs' report, jitters about interest rate hikes are bubbling to the surface in the T bond market. This may also…
We began the week with an update that noted the week’s economic calendar and in particular, the ISM (which came in at a still-strong 58.7% PMI) and today’s November Employment report (+321,000). Some economy watchers had expected a catch up move in November after a weaker than expected October and that is exactly what we got.