Yearly Archives: 2015

Stock Market, US

Semi Leadership Intact

Well folks, they never make it easy do they?  As of now the SOX is firm as apparently the Intel hype could not break the chart (though it did put…

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July 23, 2015
Currencies

USD Updated

Uncle Buck popped above key resistance at 98 the other day and unsurprisingly turned down.  The thing is though, he made a higher high and at least theoretically keeps a…

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July 22, 2015
Market Indicators

SOX-SPX; Now or Never

The Semi's have led the broad market ever since 2012.  That is not the be-all, end-all but it is notable.  The market has other leaders now, like the speculative momentum…

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July 22, 2015
NFTRH Interim Updates

Semi Equip b2b & Market Notes

The Semiconductor Equipment book-to-bill data are out and while June eased a bit it did nothing to cause any disturbance to Q2’s numbers.  This means that through the April-June quarter the reported data of the 3 month averages remained strong.  Bookings have however gone on a slight declining trend over the last 3 reports.

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July 22, 2015
market sentiment

Gold’s Epic Contrary Indicator?

In yesterday's NFTRH 352 excerpt, we noted the 'gone viral' feel of the Jason Zweig WSJ bearish call last week.  Thanks to the same reader who alerted me to the…

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July 21, 2015
NFTRH Interim Updates

HUI Weekly Channel

Here is the blown up view (again, no pun intended) of weekly HUI.  I have added a downtrend channel (intersecting the 110 area, +/-) for a view of where a…

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July 20, 2015
NFTRH Interim Updates

Gold Sector Strategy

Folks, as if it was preordained gold got blown up in pre-US trading this morning as the media are absolutely blaring all kinds of stupid things for lowly gold bugs to endure and for gold bug haters to chest thump about.  This is market sentiment and psychology on full display.  We are robots, not sentimental humans.

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July 20, 2015
Gold / NFTRH

Let’s Talk About Gold

Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 352: For what seems like forever we have been mechanical in managing the precious metals because they have…

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July 20, 2015
NFTRH

NFTRH 352 Out Now

We have had the pulse of the precious metals every step of the way.  We have mostly stayed on the right side of stock markets too.  We have indicators and…

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July 19, 2015
NFTRH Interim Updates / NFTRH+

NFTRH+; MYGN

I found an interesting daily chart pattern in a former holding, Myriad Genetics (MYGN).  I have not done a lick of DD fundamentally so there is one significant disclaimer for…

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July 17, 2015
Economy

Machine Tools Fading

I heard from a former associate who reads this site (hi Pat!) that things are continuing to degrade in the Machine Tool area.  As a reminder, here is the latest…

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July 16, 2015
Market Indicators

2 Horsemen Updated

A site reader/subscriber sent me an email with the simple subject 'Two Horsemen', with reference to the 2 riders and their current states.  This prompts me to look into it.…

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July 15, 2015