In an Instant (OT)

In an instant your life can change. An issue (of my own creation) with a person close to me almost turned into a fatal and life-long situation that would have…

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Pigs vs. SPY & Yields Out of Whack

Why has this market been so challenging for me? Well, for one thing a logical connection between the KBE/SPY ratio and yields broke recently as long-term yields rammed upward and…

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Routine Pullback

The title is not my hopes and wishes, it's not my prediction, it's just what it is at this point. Somewhat annoyingly, the market is once again (4 out of…

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NFTRH; SPX, 10yr Yield, Oil & Gold

It's been a tough market for day to day management (for me, anyway) because the futures open down and then the thing spends all day recovering the opening losses. I…

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Dear Prospective Subscribers…

Do yourself and me a favor. If you're going to view this as a stock pick service or evaluate performance within the span of a couple or few weeks don't…

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Gold Miners

We had a pre-market update showing some nice, neat buy areas for both GDX and GDXJ. They make sense from what has been a short-term bearish perspective (they are lower…

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Undoing the UUP vs. SHV Mistake

After noting a re-buy of the UUP position on the USD pullback, a couple of sharp subscribers asked in essence "why UUP instead of adding more SHV?", which sports one…

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Today’s Market Reaction

To my eye, conflicts and inconsistencies abound in today's micro. Strong producer prices data spurs Fed rate hike talk (December is in the bag anyway), slowing China growth hits commodities,…

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Still Holding QCOM

Despite the big gain, I've decided to hold onto QCOM after buying it the damn day it mini crashed on some goofy negative media hype in the Wall Street Journal…

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