January 30, 2018 - Notes From the Rabbit Hole

NFTRH; A Look at the Palladium/Gold Ratio for Reference w/ This Morning’s Update

In 2013 we cross-referenced the Palladium/Gold ratio with the positive Semi Equipment signals to firm the bullish economic thesis. So why not do so again in 2018? If it worked…

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January 30, 2018

Federal Reserve

FOMC Week: Goodbye Janet, Any Last Minute Surprises?

According to the wiseguys speculating in Fed futures Janet Yellen's last meeting is going to be a docile affair as she gently rides off into the sunset (and presumably, the…

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January 30, 2018

NFTRH+

Real Estate Short Setup (public post)

I look at yesterday and today and am tempted to think "why am I not more short?" (I am short Semiconductors and Real Estate for different reasons). But the NFTRH+…

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January 30, 2018

NFTRH Interim Updates

NFTRH; US Economic Cycle Signals per Two Key Sectors

Semi Sector Let's begin at the beginning, with our Semi Equipment indicators. Again, for the many folks who were not with us in January of 2013, we recall that month…

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January 30, 2018