The inflation cycle comes to an ignominious end with the banking sector's theatrics Or I should say that the inflation cycle is coming to what certainly appears to be its…
The government is stepping in to bail out SVB depositors and the banks are still tanking. Graphic is linked to the article. As a side note, the government says that…
Fed Funds Rate projections from CME Group adjusted from +.5% yesterday to +.25% today Silicon Valley Bank implodes and voila, the Fed Funds Rate projection dropped on cue. I will…
The banking sector is breaking down in relation to the S&P 500 [edit] SV Bank meltdown! Shows how closely I follow the news of the day. Obviously consistent with favored…
In line with this morning's payrolls report, which increased in job numbers, but showed easing in cost-push inflation (wage growth), gold is retaking some of its relational trends vs. cyclical…
Goldilocks is the term for a not too hot (inflationary) and not too cold (deflationary) economic backdrop. Within this we'd favor Tech and possibly Semiconductors * for their leadership over…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
Please pardon the blurry chart and the lack of anything more than a brief summary in the video. It's just a test of my first attempt at creating a presentation…
I hate to be swayed by a man's jawbone, but you will recall that last spring said jawbone did a lot of damage and launched a bear market. So I…
Jerome Powell speech on interest rates indicates renewed hawkishness; but is the Fed behind the curve again, as they were in taking up the inflation fighting mantle? It will be…
Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 747, a look at two currently positive macro market signals. When they turn it will be time for…
Tesla announced its planned Rare Earths free EV, MP Materials stock cratered and then bounced back No sooner had MP Materials (MP) pleasured the market on its earnings, then Tesla…
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…