Read more about the article NFTRH 679, out now

NFTRH 679, out now

It's FOMC week. And who really cares? The analysis does not really care. It lays out the status of the inflation trades and the precious metals. But also the status…

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Read more about the article Inflationary Wonderland

Inflationary Wonderland

Inflation has permeated the macro markets; where to from here? Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do…

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Read more about the article Ponder the inflationary macro with me, if you will

Ponder the inflationary macro with me, if you will

Stare at the chart of inflation expectations (RINF)... Gold went down during the 2012-2016 Goldilocks phase (officially ended in 2020 with the final tanking and reversal of inflation expectations), as…

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Read more about the article Wolf Speed to you

Wolf Speed to you

Wolfspeed stock (WOLF) explodes From the October 14th Trade Log... Smart people have been saying WOLF (formerly CREE) should go up for months now, while it went down. Today I…

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Read more about the article A Solar Flare

A Solar Flare

Solar ETF (TAN) takes off I was like 'do I buy back FSLR, buy SPWR, buy ENPH or just go the general route with TAN (he of the really goofy…

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Read more about the article Risk implied for gold by this picture

Risk implied for gold by this picture

Gold as correlated with the CPI/TNX ratio has implied downside Earlier I saw some stuff about a gold breakout and thought about how they never seem to learn. They either…

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Read more about the article NFT… arrrr h

NFT… arrrr h

NOTES FROM THE rabbit hole...NFTrh The NFT part is all that matters. Not the words "notes from the", implying information delivered from somewhere. Not "rabbit hole", implying that somewhere is…

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Read more about the article FOMOs gonna FOMO

FOMOs gonna FOMO

'Fear of missing out' on market gains continues among the usual suspects, with a notable exception On October 14 we noted the environment whereby the FOMOs could utter a collective…

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Read more about the article Strange Bedfellows in the futures

Strange Bedfellows in the futures

US dollar rises and so do markets not normally correlated with it Strange signaling in today's pre-market as the US dollar rises from support above the up-trending SMA 50... As…

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Read more about the article NFTRH 678, out now

NFTRH 678, out now

#678 slims down just a bit but covers the relevant areas. And sure, we went macro again in order to help my own orientation, along with anyone else who may…

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