It’s a Mad, Mad, Mad, Mad World

And it's been mad bullish since Q4. Last year we had bearish projections for ACWX down to support, which did not hold, down to the gap fill (which did) and…

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NFTRH 546 Excerpt on a Key US Dollar Fundamental

The following is the Currencies segment of this week's edition of Notes From the Rabbit Hole, NFTRH 546. The fate of the US dollar will of course play into a…

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NFTRH 546 Out Now

Per the email accompanying the report to subscribers... There is a lot going on this week from a macro perspective. For me, the Fed's dovish stance along with the 2yr…

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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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A Gold Bullhorn Flip Flops Rather Quickly

In keeping with the original post's intention of keeping criticism anonymous, we continue with that tack here. Ref. the original post on February 22nd... Gold Bullhorns Quieted for a Day,…

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NFTRH; Gold Sector (high priority)

Well folks, the HUI/Gold ratio held up once again as the sector has pulled back. This is not bear market behavior. In a bear market the miners would normally get…

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GBTC Trade Proving Out [w/ edit]

[edit] I did the right thing (according to the handbook) and took +30% on 1/3 of the position. This one was an NFTRH+ highlight on March 20th (post now unlocked)…

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NFTRH+; Homies

With a backdrop of global trade cheer the stock market is bulling and just as importantly, the Fed has boxed itself into a dove stance in 2019. That's not to…

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