A Joyless Bull Market?
What, are you kidding me? I mean, sure, it's a pain in the ass listening to Bullard this, Yellen that, Rosengren this, Fisher that, Fischer this, Evans that... What ever…
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August 31, 2016
Dear Fed: Just Asking for Consistency
As anticipated, August was a month full of Fed jawboning because it was a month without an FOMC meeting. I knew they would fill the void with an expectations management…
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August 31, 2016
The Pigs Love Interest Rate Jawboning
Here is the daily BKX stringing several up days together, but starting to get over bought. I have held the Regional Bank fund KRE (per NFTRH+ notes in the weekly…
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August 30, 2016
NFTRH Update; Gold Miner Correction Progress
As often noted, we should all have decided whether we are an investor, trader or whatever other style of casino patron we are prior to the correction. I hesitate to…
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August 30, 2016
Why the Convoluted Message From Yellen?
Why the tough talk out of one side of her mouth and 'other policy tools' language out of the other (ref. Yellen Lays Out Tools... )? Oh, I don't know. …
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August 30, 2016
Semiconductor Sector, Updated
We have been using the Semis as a one of several economic signposts, and as an investment/trading destination since the Semi Equipment 'bookings' category in the Book-to-Bill ratio began to…
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August 29, 2016
NFTRH 410 Out Now
We look in depth at some key elements in the Semiconductor sector, both as an economic indicator and for some intricacies with respect to trading the Semis. We Note that…
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August 28, 2016
NFTRH; Silver Pictures
Since silver's ratio to gold is a key to keeping risk 'on' signals, inflation and even economic stability* in play, I thought I would throw up various charts from the…
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August 26, 2016
NFTRH; Gold Ratio Charts and Some Conclusions
We are getting ready to head back home from NYC, but I wanted to get you a quick view of gold's ratios to other asset markets and see if we…
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August 25, 2016
Silver and HUI, Correction Status
Pardon the low posting volume. I am in NYC, having moved my first baby into her new dorm today. A very weird and sad experience. But a good one too. As…
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August 24, 2016
NFTRH; Gold, Silver and HUI Daily & Weekly Chart Update
Note: Squeezing in an update before heading out to NYC to move our daughter into school. See you on Friday if updates are warranted or on Sunday with NFTRH 410. …
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August 23, 2016
2 Horsemen and Gold & Silver Fundamentals
First the Horsemen, Gold-Silver ratio (GLD-SLV) and Uncle Buck (UUP), who under normal circumstances ride together much more often than not. GLD-SLV is making a strong move. A rising ratio…
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August 22, 2016
NFTRH 409 Out Now
Ah, this is more like it. A satisfying report to write; and I did not annoy myself as I did with #408. What's more, I think that it will go…
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August 21, 2016
CRY: An Old Fashioned Tout for NFTRH+ (plus extended brain dump)
First the disclaimer: You've got to have a good market for these things to work (unless of course you're highlighting short setups). When CRY was highlighted it was a decent…
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August 20, 2016