NFTRH 491 Out Now
Long explorations in the silver/gold relationship and a logical tie-in to 2016, a tin foil hat gets donned in the Bonds segment and a good and helpful (if a bit…
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March 18, 2018
Industrial Metals Still in Big Picture Bullish Stance
With our bond bounce played out at least in part, it is time to ask whether the other side of the trade (the inflation trade) is ready to resume its…
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March 16, 2018
The Waiting Place… INDU, SPX & NDX
…for people just waiting. Waiting for a train to go or a bus to come, or a plane to go or the mail to come, or the rain to go…
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March 16, 2018
No Longer a Bond Holder, But There Remains a Lesson Here
The lesson is that when the media loudly trumpet Thing 1 (in this case the bond bear that Bill, Ray and Paul were alarming everybody about) you might want to…
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March 15, 2018
Semi Equipment Industry: China or Bust?
From SEMI, see... Stunning growth for fab equipment spending – four years in a row "SEMI’s World Fab Forecast data point to an improbable eye-watering fourth consecutive year of fab…
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March 15, 2018
More on Larry…
An NFTRH subscriber kindly forwarded me this WaPo article filling in the details of why Larry is so funny; so funny it hurts. Accuse the post of playing politics or…
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March 15, 2018
Checking NDX & SOX (30 min. chart) Progress
When last we left our leaders they had not yet plunked the moving averages. NDX fills one gap with another down at support, which is in the 6950 area. SOX…
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March 14, 2018
Open Letter to GATA
If you have any interest whatsoever in gold, I really would like you to read Keith Weiner's open letter to GATA. It just may blow your mind as he answers…
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March 14, 2018
From Our Contrary Perch, an Update on Bonds
[edit] Today I took profit (principal & interest) on 7-10 year Treasury fund IEF in order to concentrate on the shorter end of the curve for 'cash equivalent' income. With…
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March 14, 2018
RIP Stephen Hawking
“My expectations were reduced to zero when I was 21. Everything since then has been a bonus.” “Remember to look up at the stars and not down at your feet.…
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March 14, 2018
NFTRH; US Stocks, Treasury Bonds & Precious Metals
In NFTRH 490 we noted that the market had a sentiment underpinning that could see more short-term upside. Monday was positive and today gapped up to open and spent the…
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March 13, 2018
Profit Taking is Legal? Okay Then…
I am taking a well earned and substantial profit in PANW. I've been calling it a "machine" in NFTRH for its trend change and upward grind (that turned into a…
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March 13, 2018
vs. SPY
We've not publicly taken a look at the 'vs. SPY' US sector views in a while so here they are. Make of them what you will, but remember that normal…
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March 13, 2018