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NFTRH 682 excerpt; COVID-19, 4th Wave

Before this week’s COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term ‘structural’ (as opposed to varying short-term) sentiment risk, we took a look at COVID-19 from a different perspective. NFTRH 682 discussed the contrary deflationary or dis-inflationary view that could re-set the Fed from its current hawkish pretense. #682 also … Continue reading NFTRH 682 excerpt; COVID-19, 4th Wave

NFTRH: A Black Friday-free zone

As my inbox gets bombed with Black Friday deals, including from a large market newsletter service, I think to myself ‘self… why don’t you do that?’. Self then replies: Because it’s not fair to existing subscribers. Trolling for customers with the excuse that a dumb consumerist marketing concept with an equally dumb name makes it okay is not okay. Not in my book. If I … Continue reading NFTRH: A Black Friday-free zone

Here comes the news cycle: COVID-Variant style

COVID Variant news on Black Friday Complete with the obligatory picture of a dazed, confused and bemused trader above the media are serving a post-Thanksgiving side dish of COVID Variant; a nasty mutant apparently originating from a single patient in South Africa who incubated (hosted) the thing until it could ‘evolve’. Dow futures drop more than 700 points on fears of new Covid variant found … Continue reading Here comes the news cycle: COVID-Variant style