Daily Archives: July 29, 2016

Stock Market, US

Profit & Rotation Time Again; CCMP Out, CBT In

Knowing full well that the market is making me look smart (as opposed to me actually being smart) I made a handy switch.  CCMP, the Semiconductor manufacturing materials company, is…

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July 29, 2016
Financial Markets

2016: Current Market Themes

A year ago almost to the day we began tracking a 'Macrocosmic' theme that would eventually see gold bottom and rise vs. stocks and bonds in 2016, joining its bullish…

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July 29, 2016