Cidara Therapeutics stock (CDTX) dive bombs, fills gap, tears ass Seriously? The history is that this was brought to my attention by subscriber RK, a learned guy about the Biotech…
A brief segment on commodities, as we anticipated a potential rotation from Tech leadership to a temporary revival of some of the inflation trades Per the NFTRH trade log yesterday,…
Gold and SPX (ES) are doing what a sentiment relief bid would do The supposed banking "crisis" is an excuse to spur over-bearish sentiment into what I think may be…
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
While the chart of silver does not show gaps and is breaking bullish (having taken out the key 22 area resistance once again)... Silver ...the chart of SLV shows a…
USD and gold have both been firm (this morning) against a steepening yield curve It's a deflationary yield curve steepener, as evidenced by both the 10yr and 2yr yields dropping…
The S&P 500 (weekly, log scale) and a few of its risk indicators Progressing along and gaining a comfort level with this medium, here is the latest macro blurb to…
If SPY's daily chart has been rising in a bear flag after testing the key December low, then we'd have to think about calling an end to the Q4-Q1 rally,…
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
Here on Fed day I want to talk about things other than the Fed and its upcoming .25% rate hike. We have not reviewed sectors relative to the S&P 500…
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation, gold and silver through a contrary lens. As I continue…