December 4, 2017 - Notes From the Rabbit Hole

Semi Equipment: Any Questions?

Back on November 21 I noted that MarketWatch was playing the usual mainstream media role of bringing people to the party way too late and indeed, endangering them. They put…

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December 4, 2017

Uranium

Uranium: The Opposite of a Meltdown

I've been out this morning finding out that my dog, beloved as an important member of our family, has cancer. He was a shelter hound, born with terrible limbs and…

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December 4, 2017

Market Indicators

A Favorable Morning for the 3 Amigos of the Macro

Long-term bond yields are rising this morning, and you will notice, the 2yr is rising more than the 30yr. So not only is this a boost for the 'nominal yields…

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December 4, 2017