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NFTRH; HUI Dings Technical Target, Now What? (high priority)

Today it is official. HUI poked 170 for the first time since we began this grinding process several months ago. And unlike the majority of the rally from the September low the most recent leg has been impulsive and gappy, in a hurry to get to where it is going. With the fundamentals still in line (and the Fed weakening in line with short-term Treasury … Continue reading NFTRH; HUI Dings Technical Target, Now What? (high priority)

Macro Tourist Outdoes Himself, Explains MMT (coming to an election near you)

I mean really, check this out from Kevin Muir. Everything You Wanted to Know About MMT (but were afraid to ask) MMT sounds to me like just another cult. In fact, I see – and insulate myself from – cults everywhere. The gold “community” cult, the Keynesian cult, the cult of Evil Fed/Jekyll Island, the cult of Socialist Nirvana and the other of Conservative dogma held … Continue reading Macro Tourist Outdoes Himself, Explains MMT (coming to an election near you)

Counter-Cyclical Winds Blow, Gold Miners Front and Center

As the stock market cracked on October 10th we noted… Looks Who’s Holding Firm Amid the Carnage; the Gold Miners And sure enough the GDX bottoming pattern noted in that post (and before that in an NFTRH subscriber update) played out perfectly amid the stock market carnage going on all around it. Was I trying to predict something? Of course not. I was just following … Continue reading Counter-Cyclical Winds Blow, Gold Miners Front and Center

Take SIMO Profit for Same General Reason as AAPL

So many stock prices were so beaten down, in the short-term there was nowhere left to go but up. That’s what bounce buying is I guess. SIMO was added around about the Christmas Eve masscre, when I did a chunk of my bounce buying. I’ll take the 16% given a modest beat of expectations and… As we have noted in NFTRH, Silicon Motion actually benefits … Continue reading Take SIMO Profit for Same General Reason as AAPL

Meanwhile, Over in the Gold Mining Patch

I think I over compensate against my personal dislike of the gold sector’s various perma marketeers and promoters, not posting as much publicly about the sector as I do about US stocks, Treasury bonds/yields and maybe even global stocks and commodities. But probably the most important and detailed segment in NFTRH has been the Precious Metals segment since we began getting constructive on the macro … Continue reading Meanwhile, Over in the Gold Mining Patch

“Cheap China”

According to Callum Thomas… Trump has helped make China A-share valuations great again (cheap again). Back on January 23rd I posted publicly a couple of NFTRH+ ideas that had been available for subscribers’ consideration in the preceding weeks. I had been doggedly holding AABA an SINA (since sold at a loss in favor of better technical opportunities) with no real technical chart indications but then … Continue reading “Cheap China”