A Treasure Trove of Nuggets From the MSM

It is summer slack season, with no FOMC meeting in August and so into the void go our friends in the mainstream media, with all sorts of noise to distract…

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Emerging & Asia Bull Markets?

Welcome to yet another new look for nftrh.com.  I like the crisp, clean look of the thing and hope you do too.  I actually changed the theme because images simply…

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NFTRH+; Two Lagging, But Quality Gold Miners

I have held my 4 top gold stocks (KLDX, SAND, BTG & SAM.TO, which was increased on its downside drift) but am looking at some laggards as well.  I am watching two quality seniors that have lagged due to lofty expectations and matching valuations.  They are GOLD and GG.

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NFTRH 407 Out Now

After last week's rushed non-promo before getting ready to go see Bryan Ferry, we will rush this week's non-promo simply because I am pooped and want to get the markets…

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NFTRH; Market Post-Payrolls

The market had been in a consolidation/mini correction as we have been noting.

Gold is getting clobbered as it should.  Let’s please keep it real, because a lot of gold bugs are not going to.  The case for gold, silver and commodities rests on an inflationary phase, which strong jobs and wages would indicate out ahead.  But for now, the hit to the precious metals is logical.

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Payrolls +255k, World Still Not Ending

Our thesis has been that Brexit may have put the final (!) on deflation and the bear phase that had been in effect since late 2014.  That view was held…

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Bonds, Gold and Inflation

US yields are not aligned for the inflationary view as the yield curve sags once again today (2 year yields up, long-term yields down). Japanese bond yields have popped on,…

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QE; the Beat Goes On

The BoE, in battling the fallout from Brexit (a decelerating economy), has dropped rates to .25%.  Bond markets cheer, with US yields dropping (bonds up) and global bonds rising.  From…

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NFTRH; Bull/Bear Parameters on Several Markets

Yesterday’s market decline was a little more than the recent gentle downward slip and we have been noting markets at short-term risk, sentiment-wise.  So I think it is a good time to review a few pictures of the progress with respect to important support that would act as a buying opportunity for an extended rally or a failure point that would call the July bounce a shorter-term throw over and suck-in.

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NFTRH+/NFTRH; Biotech Sector (IBB)

This update on the Biotech iShares works as both an NFTRH+ update and a regular update.

For the purposes of our regular updating, a breakout here would indicate that speculative bullish money is spreading out to Biotech, which helps the rally’s internals and speculative inputs.

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NFTRH 406 Out Now

No time for a promo because my daughter and I have tickets to see Bryan Ferry.  We both love early Roxy Music and it turns out his set list, while…

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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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