July 23, 2018 - Notes From the Rabbit Hole

Feelings of Anxiety or Dismay; That’s Me Selling KL [w/ edit]

[edit] I've now heard from two equity analysts who say KL is significantly over valued in relation to peers. Great company, but over valued. What's more, one gentleman informs that…

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July 23, 2018

Stock Market, US

Materials Sector Intrigue

This one was benefited as part of the Trump Trade before that bull in a China shop started breaking things in global trade. So ironically, Materials are now in the…

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July 23, 2018

Inflation & Deflation

Pictures of a Little Snap-Back in the Inflation Trade Today

The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade has been very oversold, after…

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July 23, 2018