NFTRH 823
Notes From the Rabbit Hole, #823 Summary US Stock Market: Last week we noted "There are positives and negatives w/ respect to the “summer correction or bear market?” question. Until…
As you know, the favored plan was/is for a mid-summer market correction (mini or maxi) to clear the tracks for a next, and possibly final leg up in the markets.…
Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
My interview yesterday with he who is simply the best interviewer I know of, Jordan Roy Byrne 35 minutes goes by in what feels like 5 minutes when you talk…
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…
The gold price is fully intact, technically, taking recent market volatility in stride Gold is riding the 50 day moving average after working off overbought readings, comfortably maintaining its uptrends…
Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…
GDX has rebounded from the downside gap fill as some combination of Fed rate cut obsession and BOJ policy statements serve to spark the recovery across asset markets. So far…
The preferred plan having been a mid-summer correction of routine or impulsive (emotional) degree. The market has selected 'B', impulsive. This morning in 'pre', the indexes are trying to muster…
The Sahm Rule is getting airplay, but Sahm is not what I am... it is just one unexceptional and somewhat lagging indicator to the coming recession "We are pointed toward…
As the AI hype gets bled out of the markets and the sexy mega cap tech stocks take a beating, if we assume that the stock market has one more…
Financial market stress is not in play... yet So here is the thing. During a bull market or very bullish phase, indicators give the all-clear. Come on in, the water's…