NFTRH; Santa Updated
I am taking my own advice and not getting greedy about Santa. Profit was taken on MSFT, INTC and AAPL along with a loss on crude oil. On the smaller…
Comments Off on NFTRH; Santa Updated
December 22, 2014
Market Sentiment Update
NFTRH 322 got sidetracked into some in-depth economy stuff, starting with the Semiconductor sector and fanning out into capital equipment sales, large bank loans , consumers and the whole ball…
Comments Off on Market Sentiment Update
December 22, 2014
NFTRH 322 Out Now
A solid 33 page market report that went further into some economic nuts and bolts than originally planned. Hence, it went out late and this little promo is a single…
Comments Off on NFTRH 322 Out Now
December 21, 2014
USD and Yen
Catching up on Uncle Buck and Johnny Yen, we return to the monthly comparison chart. Yen continues to search for a low to bounce from if it is going to…
Comments Off on USD and Yen
December 19, 2014
NFTRH; Semi Sector & Stock Market
Semiconductor Equipment Book-to-Bill The Semiconductor Equipment book-to-bill ratio for November is out and it improved per the table below. I will work the data into a graph similar to the…
Comments Off on NFTRH; Semi Sector & Stock Market
December 19, 2014
Clean Energy, Dirty Chart
Considering the fundamental information in yesterday's post about the PV Equipment market, and this chart of the Clean Energy Fund PBW, I think it is safe to say this is…
Comments Off on Clean Energy, Dirty Chart
December 18, 2014
NFTRH+; DAKT
The quick recap is that DAKT (Daktronics) had weaker earnings and gross profits due to operational issues and capacity constraints. The result was a hard decline at the end of…
Comments Off on NFTRH+; DAKT
December 18, 2014
Updating Intel
Now that we have the FOMC hysterics, the Russia hysterics, crude oil hysterics and Greece hysterics (have I missed any?... oh yeh) put to bed for a moment, maybe we…
Comments Off on Updating Intel
December 18, 2014
NFTRH; Post-FOMC Market Update
From yesterday's ETF update: "TIP-TLT continues to indicate that the Treasury market perceives no inflation issues whatsoever. Indeed, the whole world is worried about anything other than inflation right now. …
Comments Off on NFTRH; Post-FOMC Market Update
December 18, 2014
Risk Flies ‘ON’ Today
All Treasury yields are up with the curve... yup, dropping. They are suddenly not scared anymore and are flying out of liquidity instruments. Junk and Junk to quality is snapping…
Comments Off on Risk Flies ‘ON’ Today
December 17, 2014
Worldwide PV Equipment Bookings/Billings Down
It just just a small appetizer for the main course, which will be the Semiconductor Equipment sector's Book-to-Bill ratio coming out soon. But for now, here is the latest PV…
Comments Off on Worldwide PV Equipment Bookings/Billings Down
December 17, 2014
NFTRH; Key ETF Charts
A snapshot of the current daily technicals…
A lot has changed since last week’s ETF update. One notable exception is the first item…
Comments Off on NFTRH; Key ETF Charts
December 17, 2014
2 Horsemen Diverge
The 2 Horsemen of the Apocalypse are riding divergent paths again, this time with the Gold-Silver ratio popping (implying systemic stresses) and the US dollar declining. Interpretation? Well dear reader,…
Comments Off on 2 Horsemen Diverge
December 16, 2014
Hype Kills; Crude Oil Edition
Remember the 'Peak Oil' hype that was promoted far and wide as trend followers disguised as financial analysts exalted the likes of T Boone Pickens, Jim Rogers and a host…
Comments Off on Hype Kills; Crude Oil Edition
December 16, 2014