Bonds: Buy the news

It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year… 20+ year… Have a nice weekend. For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic updates and chart/trade setup ideas. Subscribe by PayPal or credit card using … Continue reading Bonds: Buy the news

Ominous signaling for Dynavax (DVAX) at Stocktwits

DVAX defenders gonna defend; but against what? I touched a few nerves with my insulting comment about DVAX as it gets walloped, post-earnings (in which revenue soared but so did cost of revenue, prompting me to take a minor partial profit in AH yesterday due to my concern about said cost ramp). But it’s up to individuals to decide whom I was or was not … Continue reading Ominous signaling for Dynavax (DVAX) at Stocktwits

Beyond Gold Buggery; Sectors Reviewed

A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it’s a big market out there and a strategic view of the macro helps with successful positioning. Following is a snapshot of some sectors/markets with general thoughts on each. I will provide one chart or graphic for each but … Continue reading Beyond Gold Buggery; Sectors Reviewed

US Dollar dings target #1, inflation trades still on

USD (DXY) makes a 38% Fib retrace USD (futures, DXY) has been in an uptrend for all of 2021. The uptrend was birthed by the March high and subsequent higher low in May, which turned out to be the right side shoulder we then began to manage. That shoulder was to an Inverted H&S bottoming pattern with three upside objectives. #1 is being hit at … Continue reading US Dollar dings target #1, inflation trades still on