Semi Bearish?
Don't look now but some of our leaders over in Semi land are getting pretty ugly. This does not look like a normal pullback from the SMA 50. Subscribe to…
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April 19, 2018
Googling a 7.4% Profit
My largest position, bought during the recent 'RIP Big Tech' media fear fest was QQQ. I took that profit last week, as noted. Another one bought right in the depths…
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April 19, 2018
More Inflation Signaling From TIPS Ratios
Just a quick note that the laggard 'inflation expectations' gauge... ...is starting to follow the leader 'inflation expectations' gauge upward. Subscribe to NFTRH Premium for an in-depth weekly market report,…
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April 19, 2018
SPX: Mr. Gappy Goes to Work
Mr. Gappy rose to fill the lower March gap down (now tinted orange) but still has some work to do. Today he noticed that he'd left something behind, an upside…
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April 19, 2018
Yields, Inflation Trade and the Ongoing Boom
Yields are up, bonds down again pre-US open, per Investing.com's graphic... This goes in line with inflationary signaling on the macro. Yesterday was an impulsive one for the 'inflation trade'…
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April 19, 2018
CRY: Reason for Selling
This post is a companion to the entry in the NFTRH Trade Log where it was noted that the profit was too large to ignore (20%+) and the stock is…
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April 18, 2018
NFTRH; In-Day Look at ‘Inflation Trade’ Signals
Ref. recent NFTRH notes about 'inflation trade' resumption and ref. this post put up in pre-market today. A big time launch in IM vs. Gold. It appears the deflation-tinged angst…
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April 18, 2018
Did Someone Say ‘Inflation Trade’?
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment... With 2-10yr Treasury yields rising anew this week (as 30yr yields lag in similar fashion to…
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April 18, 2018
Finally, Tesla Shares to Short
I was forced out of my comfort zone (outright shorting of shares) into my discomfort zone (put options) in order to get actively bearish on Tesla on its recent bounce.…
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April 17, 2018
NFTRH; Update on the Metallic Indicators
In line with a near-term bullish theme come the cyclical vs. counter-cyclical metal indicators. The most important, due to its multiple cyclical metals is the Industrial Metals (IM) vs. counter-cyclical…
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April 17, 2018
Bullish Biiwii Following an NFTRH Bull Scenario
The succession of recent articles over at Biiwii have been bullish. Indeed, if my NFTRH update post from this morning had been posted over there it would have presented another…
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April 17, 2018
NFTRH; Updating the ‘M’ Scenario
Below is this morning's pre-market headline from Bloomberg. The fear stuff like a Trade War and missiles is sentiment stuff, and it usually serves to clean out over bullish sentiment.…
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April 17, 2018
A Routine Look at the Empire Survey Morphs Into a Mini Screed
Full report here From NY Fed: Business activity grew at a solid clip in New York State, according to firms responding to the April 2018 Empire State Manufacturing Survey. The…
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April 16, 2018
Gold’s Waiting Place
This week's gold (and silver) micro management article for Gold-Eagle adapts our waiting place theme, previously applied to the US stock market, to the precious metals. Gold is waiting for…
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April 15, 2018