After a whipsaw into and through 'Fed minutes' Wednesday, the week ends with an important theme intact. All the usual key aspects are updated and we stay our course to…
As noted in the Trade Log, I added Palladium fund, PALL. The reasons are as follows. First, is the positive seasonal aspect that we reviewed last weekend in NFTRH 687.…
The ratio of the Banks (KBE) to SPX (SPY) is breaking bullish I don't care what you find out there on Twitter or the gold websites, the fundamentals for gold…
A few indicators to view the market situation internally as the Fed minutes hysteria fades. Junk bonds are grappling to hold the moving averages and have not broken down. Meanwhile,…
Well, the knee jerk about what everybody already knew (generally speaking about the Fed's taper/tightening cycle) continues. And now with Treasury yields still ramping, barring a fantastical reversal of the…
![Read more about the article The Fed’s inflated cake and a ‘quant’ of history [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/01/cake.png?fit=547%2C345&ssl=1)
A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to themes... A Cynical Fed is…
That would be the Fed minutes and the 'taper' I mean, the market can go bearish at any time. It can hold its supports and go bullish. It can rotate…
With Tech dropping as man, woman and machine alike flog the rotation from growth to value, I naturally wanted to look around for shorting opportunities to maybe hedge my portfolio…
Per yesterday's Trade Log, Copper Miners ETF COPX was added. Here is the technical rationale, which is getting some follow-through today. COPX had been working on resistance at the SMA…
The silver stock ETF is trending down vs. the gold stock ETF The bounce from a secondary low in gold stocks (HUI, GDX, GDXJ) has been going on since mid-December.…
There are several sub-sectors related to Energy, from battery metals/materials (nickel, lithium, etc.) to solar/wind,etc., to uranium. I don't hold much in the way of traditional Energy (other than NOG,…
These correlations are several years old, so they are a very generalized view of which sectors do and do not tend to do well when yields are rising. I thought…
Keith Weiner with a stroll down monetary Memory Lane, to and through Bitcoin Leave it to Keith to get way outside the box when viewing money, (funny) munny, gold and…
The theme as presented in NFTRH 687 is for USD's test of its SMA 50 to be a key driver for the Q1 2022 macro. A test is just that,…