Uh oh, the economy is topping [w/ edit]

[edit] It started like a house afire, but then I faded about half way through. I'll leave it posted because I like their NY accents, ha ha ha. Josh Brown…

Comments Off on Uh oh, the economy is topping [w/ edit]

NFTRH+; macro signal engaging?

Long-term Treasury bond fund TLT is on an attempted breakout of its own. Ref. the previous update showing the Energy sector trying to do something similar. It's a super interesting…

Comments Off on NFTRH+; macro signal engaging?

CPI: Fed-obsessed Kabuki Dance cools

CPI comes in cooler, market cheers... So CPI is cool enough to settle the nerves of Fed-obsessed casino patrons and machines alike. Consumer prices post smaller than expected increase in…

Comments Off on CPI: Fed-obsessed Kabuki Dance cools

vs. SPY: A view of reflationary progress (or lack thereof)

A picture of various reflation-sensitive markets vs. SPY/SPX The picture says that equity-centric reflation markets are struggling to regain uptrends relative to the broad SPY/SPX, and indeed are maintaining the…

Comments Off on vs. SPY: A view of reflationary progress (or lack thereof)

NFTRH+; A message from the futures

After 'Flation Friday's inflationary headlines USD (DXY) continues to recover, taking back the daily SMA 50 this morning. Its fellow disinflationary rider Gold/Silver ratio continues to recover while nominal gold…

Comments Off on NFTRH+; A message from the futures

NFTRH 672, out now

Never would I have thought 11 pages would help me out so much, but that is the point; cutting out the frills and getting to the 'top down' macro is…

Comments Off on NFTRH 672, out now

Auto Pilot – QOTSA

Queens of the Stone Age - Auto Pilot Kind of how I feel with this friggin' market that has not yet triggered my indicators... on auto pilot! I love the…

Comments Off on Auto Pilot – QOTSA

Great Bear Royalties gets the Norvista bump

Norvista Capital touts Great Bear Royalties (GBRR.V) And that is fine by me. The majority of my shares in GBRR.V and GBRBF came cheaply via spin out from my shares…

Comments Off on Great Bear Royalties gets the Norvista bump