The Global Macro Trade Continues Into Q2

My first global investment destination of the current phase was China per a post earlier today. Positions were taken in Q4 2018 as the two massive trade warriors duked it…

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China Large Caps vs. US Large Caps

I am not in love with the FXI/SPY ratio (yet). But since the height of the trade war hysterics in Q4 the trade warrior from the east is out performing…

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Payrolls +196k, A Goldilocks Report

The headline says it all (tap for the MarketWatch story)... Full report here at BLS... And here is the graphical breakdown. The last few NFTRH reports have included the word…

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Checking Back in on Palladium and Platinum

When last we left these metals we noted a popping bubble in Palladium and a prospective bottoming situation in Platinum here and here. From that second post on Pt... As…

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