NFTRH 372 Out Now
I had a busy day on Friday, only finding out after most market participants that 'Mario at the mic' Draghi had worked the jawbone to the tune of ramping global…
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December 6, 2015
The Day After Today [edit added]
[edit] Enter the Draghi... sorry for my naivete. I was out most of the day and for the life of me could not figure out how that jobs report launched…
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December 4, 2015
Until Today
Euro 50 Flips Draghi the Bird, S&P 500 Fails at a Key Parameter, Semi's are Fundamentally Bearish and Gold Has a Sentiment Washout Within its Bear Market Markets Had Been…
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December 4, 2015
NFTRH Update; US Stocks, USD & Precious Metals
I continue to believe the semiconductor sector is setting up to disappoint those who buy it as a momentum-based market leader. That is due to fundamentals we discussed previously. As…
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December 2, 2015
ISM Contracts, Not Quite as Bad as Headline
ISM's November report is out and what do you know, we have another contraction. The general trend is that way under the pains of the strong dollar. No surprises. Still,…
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December 1, 2015
Gold Contrarian Indicators Very Bullish Now
We avoid turning away from it when its message is bearish, as it was in October. Now, entering December the Commitments of Traders show Commercial and Large Spec data are…
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December 1, 2015
NFTRH; US Stock Market and Macro Fundamental Update, incl. Semi’s
While it seems to take forever for the S&P 500 to choose a plan (correction/bear market or resumed bull) some behind the scenes discussion can be helpful. The market seems…
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December 1, 2015
NFTRH 371 Out Now, Happy Birthday Alice!
We celebrate the 150'th birthday of Alice's Adventures in Wonderland and then move on to 30 more pages of analysis that is exactly what it needs to be at this…
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November 29, 2015
NFTRH+; an NFTRH Update and a Short Trade Setup Against a Major Semi Equipment Co.
In an NFTRH update we reviewed the newly negative Semiconductor Equipment sector book-to-bill data. After seeing that I checked with a former associate of mine to see what is happening…
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November 26, 2015
NFTRH+ Trade Setup; GILD & Biotech Sector
This '+' update is being sent to the entire list because it has macro market elements in it pertaining to the Biotech sector and its leadership vs. Nasdaq 100. The…
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November 25, 2015
Precious Metals Bounce Status
We noted last week that a bounce was possible in the precious metals due to over sold conditions. Then this week we reviewed a repaired gold CoT status (with silver…
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November 24, 2015
Semi’s Will be Key; Here is the Status of SOX Weekly
We reviewed some preliminary negative economic implications from the fundamental side of the Semiconductor sector in an NFTRH update yesterday. As you may remember, the Semi sector compelled me to…
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November 24, 2015
NFTRH; Semiconductor Equipment Book-to-Bill Ratio
The latest SEMI data are out for October and the ratio of bookings to billings has contracted for the first time in 4 months. In the past during other b2b…
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November 23, 2015
Deflation Phase to Expire When…
Copper has a long-standing target of 1.50/lb. That is the marker that would take the "copper is very bearish, technically" out of the equation. Might 30 bucks a barrel contain…
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November 23, 2015