Cathy Wood's ARKK fund gets a seasonal rotation (for a day or more) With the caveat that not all of my tax loss specs are working yet (cough, cough... Cannabis…
It is no coincidence that gold stocks are positive as broad markets correct to varying degrees. As the inflation trades cool, gold begins to out-perform. Most gold bugs demand -…
Baltic Dry Index (BDI) continues to flash negative As FOMC and related noise fade away we are left as we were before the negative market action that attended the event…
[edit] Arrgh, and of course it's up another 5% this morning. Palladium futures bounce 11% today I added a sizable chunk of PALL a couple days ago, ready to hold…
The Fed, like the rest of us, is being directed by markets As shown in yesterday's post the Fed is being directed in large part by the 2yr Treasury yield,…
And so the tapering Fed is behind us. The upper gaps are filled on the main US indexes and the lead up to FOMC was actually less irritating than normal,…
Watch Fed Chairman Jerome Powell speak after the central bank’s market-moving policy decision You may listen to the man talk about putting the Genie back in the bottle at the…
2-year Treasury yield indicates rising Fed Funds to come The link between commodities and Fed policy has been hit or miss (at best). However, when you add in the 2…
As my portfolios get pressured by the market's fear of a Fed trying to stuff the inflation it created back in the bottle, I've had a second positive surprise in…
NDX and SOX filler their upper gaps Ref. last Thursday's... Not in love with these gaps While SPX and DJIA are still working on theirs, the market leader (Tech) and…
![Read more about the article NFTRH+; this metal finally hits target (futures) [post unlocked]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/plus4.png?fit=256%2C256&quality=80&ssl=1)
Just an FYI for anyone with interest in Palladium. The target established last summer was 1600. This morning Pd has dive bombed to 1598. Close enough, eh? I am not…
The inflation Genie, that is... In this great adventure, the Fed creates inflation and then attempts to put it back in the bottle. Good luck with that! Federal Reserve: "Get…
This is a market in which I do not trust my charts of individual stocks nearly as much as I trust the macro, ratio and indicator charts. And because those…
20+ and 7-10 year Treasury bonds look constructive Look, I don't know if it is just poetic or there is some degree of shall we say instigation [tin hat alert]…