Monthly Archives: April 2016

alice
Financial Markets / NFTRH Interim Updates

NFTRH; Pre-FOMC Notes and Charts

A look at how a few markets are setting up pre-FOMC.

The charts are what they are, but we are dependent upon what the Fed may or may not put out there on Wednesday.  I would put the odds of a rate hike at just this side of zero.  But they are free to leave forward looking wording as is or do a little tweaking from the currently ultra dovish stance toward at least opening a discussion for rate hike expectations for June.

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April 26, 2016
alice
NFTRH Interim Updates

NFTRH; An Update on Premier Gold

As you know I do not micro manage individual stock positions because I am not a fundamental stock analyst and because to me stocks are vehicles, nothing more, nothing less.  Part of this viewpoint has been formed by my years of dealing with corporate management people (public and private) and often times coming away unimpressed.  But mainly it is because to do my job correctly (running a macro market service) I have got to tune out the ins and outs of individual stock picking and management thereof.

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April 25, 2016
Financial Markets / NFTRH

NFTRH 392 Out Now

We talk a lot about FOMC stuff, inflation stuff and silver stuff.  At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…

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April 24, 2016
Financial Markets

Quick Reminder About Biiwii

Biiwii.com does a public service in keeping my more ugly, unacceptable, obnoxious err, human side mostly off of this more analysis-based site.  Today, we do an MSM critique (on a…

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April 22, 2016
Economy

SEMI Equipment Book-to-Bill Improves

Billings were down significantly and that matters not a whit.  Bookings jumped and so did the ratio, which of this occasion is indicative of a good report.  From SEMI's mouthpiece:…

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April 22, 2016
Financial Markets

SOX Looking Suspect

I don't love this market, even as it breaks into the bears' dorm and panty raids them routinely. Today is SEMI's equipment sector March Book-to-Bill release (probably out after the…

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April 21, 2016
Inflation & Deflation

Silver Has Broken Trend, But…

Very simply, the weekly moving average that contained silver through its bear market has been broken to the upside.  That is another booster of our assertion from earlier in the…

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April 20, 2016
Energy

A Lot of Energy in These Markets

The tout is that we NFTRH+'d the energy sector months in advance of the bottom as a 'look-ahead' to a big buying opportunity.  Here is the updated chart from that…

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April 20, 2016
Sentiment & Psychology

Memo to ‘Resource’ Exploration Geniuses

That backwater mine that you hope to make your retirement on, exploding upward on hopes, dreams and a lot of good old fashioned Canadian promotion, is actually nothing special. Subscribe…

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April 20, 2016
Stock Market, US

SPX Bear Signal Negated

The weekly EMA 20 has crossed over the EMA 50 and that is just a fact.  The bulls not only took the bears' ball, but now they are chasing them…

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April 20, 2016
alice
NFTRH Interim Updates

NFTRH; Silver-Gold Ratio (further explanation)

A new subscriber had a question as to the point of yesterday’s update about the Silver-Gold ratio and so I want to try to be clearer for other newer subscribers.  The statement in question was “But until the Silver-Gold ratio breaks out, it has not broken out.”

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April 20, 2016
alice
NFTRH Interim Updates

NFTRH; Silver-Gold Ratio

I like a party as much as the next guy, but here is a turd in the punch bowl just to make sure we are balanced and partying within bounds.  The top panel is the Silver-Gold ratio (SLV-GLD) and the lower is the Commodity sector ETF.

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April 19, 2016