Our theme is that Trump and the Republicans took over with fiscally driven inflation policy from Obama and the Fed's monetarily driven inflation policy. Within this, the Fed makes its…
Reference this post from December 2016... Bonds: 90% of You Are Herding ...and this sentiment graphic (source: Sentimentrader w/ my markups) from that post and the bullish implication it carried:…
No. I am the one after all with all the red arrows on a chart I call the continuum, aren't I? My view is that the odds are that this…
When the Pigs fly tends to be when interest rate dynamics say they fly. Rising long-term interest rates, as long as they don't materially hurt the economy, are beneficial to…
What's this? The color I see in the market futures is not green? What is the meaning of this?!? Here are this morning's Bloomberg headlines... Broad Markets In sum these…
Amigo #2 made a big pop today and as such continues to rise with #s 1 (Stocks vs. Gold) and 3 (the 10-2 yield curve). Amigo #2 is actually a…
As an example of how I am going about this bubble, my main risk management tool is to make sure I am routinely taking profits in the ones that boom…
I am already long two of its top 3 holdings (First Quantum & Teck) along with RIO. But the Global X Copper Miners ETF is the latest in the bull…
The title was taken by Gold-Eagle from the text of my normally titled Gold Prices This Week and Next Week's Outlook spot over at GE. Recent Strong Rally in Gold…
All themes are making sense in this giddy manic market. The 3 Amigos continue to ride and that means it is all risk 'on' and bullish until they reach destinations…
The president did his latest stock market pompom tweet... Me... Have a good weekend. I've got some writing to do after a really interesting and really gainful week. I don't…
Yes, it's old friend Ciena. I watched it yesterday as it head faked above the neckline, but left it alone. Today it is pulling back to screw breakout traders and…
This morning I noted that I did not appreciate seeing Jeremy Grantham's note dismissed even in the slightest way and without rancor by a Biiwii author. His intro was "Here…
We have been following PNR (a London based industrial products company) for many months in the NFTRH+ Notes & Charts segment of NFTRH using this weekly chart. The breakout (B/O)…