She Said, She Said +2, Err 3

I am not a Beatles fan. Always was a Stones fan and it seemed mutually exclusive. But this is a great song and it inspired two three great covers per…

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Jobs Are Great! But is the Semi Canary Still Sick?

I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…

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Baltic Dry Index Caves In

We follow this one each week in NFTRH's Global Market Internals segment. When I was noting the curious positive price divergence (most recent spike) by this shipping cost index to…

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