Market Sentiment Update
As the market ambles mostly sideways in its still-bullish long-term trends, risk has been rising consistently along the way. Let's not talk about valuation risk or the new administration's execution…
As the market ambles mostly sideways in its still-bullish long-term trends, risk has been rising consistently along the way. Let's not talk about valuation risk or the new administration's execution…
This article was originally posted at the old, now defunct biiwii.com website. FrankenMarket Lives July 1, 2004 Introduction As we enter the summer of 2004, our markets appear to…
As always, when I note moves I have made they should not be construed as being the right moves for anyone else because our situations (goals, allocations, risk tolerances, etc.)…
Everybody knows gold had resistance at the nice, round 1200 number. It got through there yesterday, but can still be considered at resistance defined by the spring lows. At the…
In NFTRH 430 it was noted that FCX (a global producer of copper, gold and other 'resources') looked interesting (as a bottoming pattern) by the multi-stock weekly chart we have…
NFTRH 430 wondered about how the miners could be looking good and still-bullish and the metals were much less so. So I think an in-day snapshot is in order because…
As long as the broad market remains intact and the rationale for a relative bull view on Medical Devices does as well, I'll highlight a few of these companies when…
My favorite albums of all time... Roxy Music's 1st album, Eno's Here Come the Warm Jets, Wire's Pink Flag, Joy Division's Closer and this demo album that Brian Jonestown Massacre…
The video's poster calls it the greatest speech ever. I don't disagree.
NFTRH 430: 50 pages, easy to digest (lots of charts/graphics) and looking forward to inauguration day and beyond. 2017 is likely to be the year of the active manager... finally.…
As Trump was speaking during his news conference I noted that it was utter b/s for Medical Devices (IHI) to be selling down because he said "Pharma" and "Healthcare". That…
If risk is going 'off' then gold's time would likely come sooner rather than later. But since we cannot control what the macro markets do we can say it is…
Frankly, it seems that the market is feeling the way I did after listening to our soon-to-be new president yesterday. I sat there with my jaw hanging open in amazement…