Why, it's the Pigs. Despite all the interest rate hype the Banks, which should benefit from a breakout in long-term yields, are still bearish. In a now public update yesterday…
When we were originally alerted to the coming slowdown in Semi Equipment, my industry contact had been working to a Q4 2018 to Q1 2019 game plan for cyclical recovery.…
5+ hours until the next rate hike. According to the futures wise guys @ CME Group the Fed will be boosting by another .25% today. My large SHV position thanks…
To celebrate NFTRH’s 10 year anniversary (Friday, Sept. 28) I’d like to present one segment from this week’s report, NFTRH 518 each day until Friday. These excerpts will give you…