January 27, 2016 - Notes From the Rabbit Hole

NFTRH+; TLT Revisited, TIP Reviewed

With reference to Michael Ashton's post at Biiwii... No Strategic Reason to Own Nominal Bonds Now Mike Ashton is also known as the "inflation guy" and for good reason, his…

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January 27, 2016

Economy

December SEMI Book-2-Bill Ticks Up, Machine Tools as Well… as Expected

We had been reserving the SEMI data for private posts when we were scouting for changes to the previous trend, but since we noted the trend change in real time…

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January 27, 2016