NFTRH 545 Out Now
As usual I point you to the bullet points below, which barely even scratch the surface of the surface of the story but which at least outline where we go…
As usual I point you to the bullet points below, which barely even scratch the surface of the surface of the story but which at least outline where we go…
Time for a look at our 'vs. SPY' sector views, using weekly charts today. These tell the longer-term trends of the various sectors in relation to the S&P 500 AKA…
Okay, now I am getting geeked out. One of the most fun and rare times in what I do is when something big happens that I feel in my gut…
Gold is exploding off the lows... in ratio to Palladium. That is not good macro signaling for the risk 'on' contingent and it is not good for the Palladium bubble…
I have to hit the road today for most of the day. But a little note here as USD is firm and gold is getting dropped because, well, GDP was…
We already know a big fundamental input. USD is losing the support of a formerly hawkish Fed. The Fed's tight stance had kept commodities and global markets (esp. EM) contained…
Because why not? The inverse of our old friend Amigo #1 (SPX/Gold ratio) is a primary macro indicator, after all. When last we looked at SPY/GLD we noted a less…
Before I begin this post I'll note that my largest position is a short on SPY, but my overall positioning in US and global stocks is decidedly long. So if/as…
TRXC was a great trade in 2018 after I had bought the long bull flag in 2017 and the consolidation into 2018. But a story stock is a story stock…
No long-winded post about what I think it means. Just a picture of the 'inflation protected' US Treasury bond iShares (including dividends) hitting new highs. While the unprotected Treasury fund…
This is the opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I've done the weekend work, which is…
As usual, the page 1 screen shot scratches the surface... Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at USD $345.00) for an in-depth weekly…
So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the Fed to turn into a…