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…
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…
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…
[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…
We begin the report with some interesting developments in the Semiconductor Equipment sector, which is where it ('it' being the phase where a Semi Equip. ramp up implied coming strength…
From Mark Hulbert @ MarketWatch... Euphoria has set in, and investors will be in for a rude awakening Here is the graphic (Hulbert Stock Newsletter Index) from the article... While…
Mario just popped up from the upper left corner of the Whack-a-Mole table top and hammered the Euro* (see Biiwii commentary here), logically sending USD upward. But the gold-silver ratio…
For some downtrodden items, that is. A downturn in the GSR and its fellow horseman the USD could provide some relief for the markets that have done the most poorly…
That way I could apply for my Guru card and that rarefied club might finally accept me! 2 Days ago NFTRH+ made a post on Intel (now public), referencing a…
This is an updated view of a chart that was created so long ago I can't even remember it. I just found it rummaging through a chart list. Anyway, it…
Aside from numerous 'straight' markets and out there indicators we follow in NFTRH, we also follow discrete individual sectors like the Semiconductors and the Biotechs, just because they are of…
Returning to our short-term management charts (60 minute charts, only for those managing the short-term) here are the updated views of GDX and GDXJ. Both items have stuck to the…
Today the curve is dropping with nominal yields rising. Implication (taking one singular day as a stand-alone)? Anti-gold and pro-risk 'ON'... among other things. Hey, that's what it says today...…
A snapshot of current daily technicals…
GLD is at the first resistance level that began at the equivalent of 1180 for gold (currently 1196). This resistance area was the long-term breakdown platform. It is very important to maintaining the bear or giving the bull some breathing room.
Folks, the market is over loved, unhealthy and... still bullish. As long as that is the case we must accept it. When the technicals turn, so will we. In that…