NFTRH 422 Out Now

I have been putting so much into these reports that I am burned out after they are emailed out and uploaded to the archive.  This report has really refined the…

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And So it Begins; the Trump Re-Shoring Hype

You may get tired of me calling everything hype this and hysteria that.  Hell, I get tired of me doing that.  But as a market manager I have got to…

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Attn: Gold & Silver Bugs; a Line in the Sand

Where just 1.5 weeks ago a Trump victory would have been hailed to be bullish for gold by the Pompom wavers (I failed to see why either candidate would have…

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NFTRH; Multi-Index Gold Ratio Charts

Very few words are needed here.  When gold began to cycle upward and change trend vs. positively correlated items, a bull phase was indicated.  Now gold is broken vs. most…

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NFTRH; 1 Week Later

I want to give a snapshot of where various items are at now that we've had a week of upward moves in some items and downward moves in others.  While…

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Current State of US Yields & Bonds

The 30 year yield remains over bought (i.e. long-term bonds are very over sold) on the hysteria, and is a little red. The 10 year is still at its highs…

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Portfolio Positions, 1 Week PT (Post-Trump)

The election's aftermath saw me sell bullish hype (ex: profit on GS and an ill-fated short on IWM, since closed at a loss) and buy negative hype.  Here is how…

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Trump as Spectacle

I've made a conscious decision to pretty much move on from the silliness of Trump towers, erections, pants tents and other Trump-centric commentary after having fully wallowed in it last…

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NFTRH+ Transports Trade Working Well

Do you remember when some Dow Theorists were admonishing us about the Transports' bearish divergence to the stock market?  Well, 6 weeks ago in NFTRH 415 we noted this chart…

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Gundlach Agrees on Treasury Bonds

Stan Druckenmiller was held up far and wide by the gold community, when he was bearish on stocks and bullish on gold.  Stan Druckenmiller is a media rock star whose…

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The Erection

This is the opening segment to this week's edition of Notes From the Rabbit Hole, NFTRH 421, a 48 page work-through of the immediate post-Trump landscape.  While we had fun…

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US Market Update: Trump Towers

There are more Trump Towers being erected by certain indexes (ref. Uncle Buck's pants tent noted yesterday in an HUI update).  As an aside, say what you will about the…

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