Okay, so the theme is that on the macro 3 events may come together to signal a big climax, leading to change. Those Amigos are... Stocks complete their rise vs.…
Though not positively aligned with a rising long-term interest rate environment, maybe BioPharma has anticipated the bump in yields and bottomed. We'll see. But one stock we've tracked in the…
As best I can tell the two main instigators to yesterday's market rotation were tax reform and interest rates. Kevin Muir has an interesting article talking about a tax related…
Well obviously, the banks like the pop in yields. This was a confounding relationship for a few weeks and it caused me a minor squall of turmoil, both in my…
I am having trouble logging into Fidelity and thus managing my own affairs, so time is limited and this post contains no fundamental facts to back up the title other…
It has been frustrating for me trying to manage the long-term interest rate backdrop. I saw all the reason in the world that the 10yr & 30yr would take a…
Just because I was browsing through stockcharts.com's long-term chart views and saw an old, familiar pattern in silver... I am calling it an 8 year handle but actually it appears…
I've had similar lists available in the past and to tell you the truth I am not sure what happened to them or why they went away. Probably admin goof…
Just letting you know that Gold-Eagle is publishing an exclusive article on gold by me each Sunday. It's also available to their email list. Now brace yourself, it's title is...…
The goal was to buy the ridiculous washout on media hype and then sell fair value . A value was established at $70/share by Broadcom, with its takeover offer. I…
A big thank you to all of the NFTRH subscribers who took the time to take me up on a request for feedback. With yesterday's 75 page report and the…
Good report, on top of the market's trends and going with them; but not afraid to look ahead either. Subscribe to NFTRH Premium for an in-depth weekly market report, interim…
While politicians hammer out the details it is generally accepted that corporations and by extension the investor and asset owner classes are targeted for benefits under the coming Republican tax…