From NFTRH 400 last weekend... "Gold vs. Stock Markets continues to look good across the board. I realize that BREXIT is on the way and there are those proclaiming how…
With no commentary, as the theme should be obvious. Although I’ll note it is not a pro-gold bug post (they’re doing enough chest thumping on their own), it is a ‘pro-preferred big picture theme, but perhaps pushing an inflation play out further’ post.
Gold (GLD) vs. SPY
GLD vs. USO
[edit] Post was accidentally not password protected. So be it…
Please pardon the NFTRH+ updates to the general subscriber base, but I consider everything going on this week macro related and relevant. So these serve as regular updates as well.
I have had a lot of fun with the centralized policy making over the years. Recall the Outer Limits theme? There is nothing wrong with your television set. Do not…
This week has been a gamble. If you’re a stock bull you lose, if you’re a gold bull, you win. This morning’s reaction to Britain’s exit from the EU is pure casino stuff, practically speaking as an investor in the very short-term.
From Tuesday’s update (with an updated chart of the VIX)…
On Monday we had NFTRH+ updates on a couple of prime Semi Equipment names, Applied Materials (AMAT) and Lam Research (LRCX). This was a logical extension of the weekend report's…
We have been talking about more dynamic items like the Semi equipment stocks lately, but here is another subject that may have a place in a well rounded portfolio. The two global income funds I have used in the past are the Templeton funds GIM (Global income) and TEI (Emerging Markets income). If the US dollar follows through on its currently bearish bias, these funds could not only provide a dividend, but also net asset value gains.
A brief technical look at the precious metals sector using daily charts…
GDX remains in a series of higher highs and higher lows, consolidating in a flag down toward the 50 day averages. There is some negative divergence in the MACD and RSI.
I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…
More and more of these items are working on the April highs and that is a key level. The Tranny is the lone suspect here, technically. It looks like…
We have been talking about the reasons that the next phase in the markets could be an inflationary one…
This is a stunning technical view of another Semi equipment company, Lam Research. With all due caveats about a news-filled, roiled week in the markets, LRCX is making a move today that we can use for our macro theses of Semi Equipment bullishness, an early economic signal and just maybe, a cost-push inflation issue down the road.
The daily chart is breaking to a new high above the April high (which you will recall is our guideline for broad market indexes to trigger a bullish view).
A semi ‘+’ update (pun completely unintended) on Applied Materials being sent to all subscribers (as opposed to email opt-ins) due to our macro theme developing in the Semi Equipment sector.
With the disclaimer that this is a noisy week and I do not trust the broad market’s short-term price signals, I want to stick 100% with the technicals on the Semi Equipment sector to go with the current bullish (fundamental) forward view. As such, here is AMAT, a headline equipment company which, you may recall, issued a stellar quarterly release several weeks ago that we combined with early Book-to-Bill signals to begin developing our view.
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…