Look Who is Still Not Buying the Bond Bear

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 we looked at the reasons 30 year yields may not continue to rise, despite the opinion of chart jockeys far and wide (including me, as I see the pretty chart patterns on yields). NFTRH; A … Continue reading Look Who is Still Not Buying the Bond Bear

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NFTRH; The Latest Word on the Semi Equipment Cycle (high priority)

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. Now it seems this may have been pushed out by a quarter, at least. His words exactly… Hi Gary, We see business off about 25-30% from the high over the past year. I suspect it … Continue reading NFTRH; The Latest Word on the Semi Equipment Cycle (high priority)

FOMC Today

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 you again and in advance, Mr. Powell. The current view from the people who trade this stuff is that there will be no change at the next meeting in November… …and other .25% in December. … Continue reading FOMC Today

NFTRH 518 Excerpt: Commodities

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 an idea of what it takes to provide a top tier, best of breed product. But there is much more to a single weekly report than will be shown here publicly. Oh and don’t forget … Continue reading NFTRH 518 Excerpt: Commodities