twisty the clown

FOMC… Ho Hum, But There Is This…

The FOMC sat on its hands to no one's surprise but the bit that I guess is supposed to get people on tenterhooks is this... Against this backdrop, the Committee…

Comments Off on FOMC… Ho Hum, But There Is This…
nftrh plus

NFTRH+; China Short Setup

A very simple update.  As I was planning to cover some US market shorts (cover SPY and sell the SPXS bear fund) I also looked to increase exposure elsewhere.  I…

Comments Off on NFTRH+; China Short Setup
stocks

Reducing Short Exposure

In line with the message of the previous post, with yesterday's ding of the 2100 area on SPX and today's further weakness, I covered my largest position, which was an…

Comments Off on Reducing Short Exposure
economic data

October ISM: PMI Steady at 51.9%

ISM is not going to move many needles one way or the other with this report.  I've highlighted the important items.  New orders eased but are still in growth mode…

Comments Off on October ISM: PMI Steady at 51.9%