10yr hedgers

Interest Rates & Financials; What Thing Looks like the Others

The 10yr yield has formed a pattern that has some potential at least. On its own it does not support a bullish view on yields (bearish on bonds), but suffice it to say, if long-term Treasury bonds were to drop and yields rise, the Financials and Banks would likely benefit. But where it gets interesting is in the Treasury bond market’s sentiment and CoT structures. … Continue reading Interest Rates & Financials; What Thing Looks like the Others

nftrh plus

NFTRH+; A Specialty Chemicals and Materials Company Near a Buy Zone

Once again, the title is purposely left vague to keep the subject company under wraps. Cabot Corp. (CBT) is one that I know fairly well and have highlighted and traded in the past. The recent quarterly was good and the company appears stable in its business segments. In its chemicals/materials specialty, it is one that I think would benefit if Trump’s fiscal ‘reflation’ ever gets … Continue reading NFTRH+; A Specialty Chemicals and Materials Company Near a Buy Zone

fanuc robots

More Robots, Fewer Jobs

Bloomberg has an article out this morning showing the economic zones where the Robotics industry is taking jobs away from humans. More Robots, Fewer Jobs This is a fact of modern economic life and it is one reason why Donald Trump’s promises to America’s rust belt workers will go largely unfulfilled. Ref. Protection Will Lead to Great Prosperity. Robots and automation will shift the economy … Continue reading More Robots, Fewer Jobs