Happy Memorial Day

Remembering Grampy, Stoughton Atwood (WWII), my father, Jack (Korea), uncle Ray (Vietnam) and all those who have served our formerly united states. Here is Grampy’s uniform, which near-tragically somehow ended up on eBay but was thankfully bid on and purchased by a high ranking Naval officer for safe keeping. We found it and compensated him for his cost and here rests Grampy’s uniform until it … Continue reading Happy Memorial Day

NFTRH 657, Out Now

It’s abbreviated for the holiday weekend, but it’s on the main points, keeping things relatively breezy but focused. NFTRH 657, out now… For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed interim market updates and NFTRH+ dynamic updates and chart/trade setup ideas. You can also keep up to date with actionable … Continue reading NFTRH 657, Out Now

NFTRH+; A key reflation-sensitive market, updated

On 5/21 in the Trade Log we noted that the TSX-V was making an initial move above the SMA 50 to potentially break consolidation. Now a week later, it’s still on message. Just an FYI on a market that was important to our speculative inflationary view in 2020 and would need to hold its uptrend to keep that same view in play in 2021. If … Continue reading NFTRH+; A key reflation-sensitive market, updated

Biden’s alternate universe

As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept at framing the narrative just right, adding to it, tweaking it and layering on fancy words and concepts in order to veil the true and unbelievably simple fact that the inflation started under a very different presidential administration and continues … Continue reading Biden’s alternate universe

Checking up on 2 stocks bought on BTC crash day

As BTC/USD crashed, taking Tommy and all the other stupid flashing eyeballs with it… …I added two items, RIOT and GBTC as a speculation during the running of the Bit Bugs (a similar phenomenon to the occasional and often glorious running of the Gold Bugs). It’s just a speculation, just a trade unless of course I change my mind. Smart Bit Bug traders will know … Continue reading Checking up on 2 stocks bought on BTC crash day

Inflation Cools (for now), Stag Awaits

To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I’ve got tattooed on my left forearm: “Contrary-wise, what is it wouldn’t be and what it wouldn’t be it would, you see?” To maintain inflationary policy, as per various talking Fed (egg) heads, the hysterical run up in inflationary expectations and fears had … Continue reading Inflation Cools (for now), Stag Awaits

On Semiconductor Fab Equipment

The Semiconductor Equipment sector is part of the solution to the Semiconductor supply shortage problem Per NFTRH 656 and several editions previous to it, we have been viewing the Semi Equipment stocks in a fundamentally positive light, regardless of the technicals. Today, the technicals are starting to prove out as well. From #656, including the ‘leadership’ chart below. “Staying with a weekly market view let’s … Continue reading On Semiconductor Fab Equipment

Your Macro guide, the 30yr Treasury yield

30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed interim market updates and NFTRH+ dynamic updates and chart/trade setup ideas. You can also keep up to date … Continue reading Your Macro guide, the 30yr Treasury yield

NFTRH 656, Out Now

Blah blah blah. And furthermore, blah blah. No seriously, it’s a lot more than blah blah and its out now. For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed interim market updates and NFTRH+ dynamic updates and chart/trade setup ideas. You can also keep up to date with actionable public content … Continue reading NFTRH 656, Out Now

“Thinking about thinking about tapering”

Reformed Broker on a coming (someday) taper: Of course they’re going to talk about tapering So, they’re ready to start thinking about thinking about tapering. It’s good that they’re acknowledging the pressures in the real economy and their role in it. Hmmm, let me think… what could appropriately describe the Fed’s role in the inflationary recovery and one day, its end? Hmmm… Oh, I know! … Continue reading “Thinking about thinking about tapering”