We know that for the last couple of weeks SOX is leading NDX and NDX is leading SPX. The market leadership chain is intact and bullish. But not for everybody.…
I accidentally sent an incorrect password to the first two subscriber groups. Everyone else received the correct PW with the original email. To avoid going to Gmail's spam jail I…
US Stock Market This morning war is in the headlines again, yields and oil are up again, and the beat goes on. It almost seems scripted with the normal seasonal…
NFTRH 934 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
After a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot From the standpoint of the most precious metal of…
The subscriber daily blog includes a chart of GDX with a note that I am watching the bull flag that is not yet broken to the upside. Here let's take…
NFTRH 933 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
The post-FOMC plan has been for an engineered macro to support a market rally into/through the November mid-term elections. Assuming that engineering is successful. This morning in pre-market it's all…
Putting into words and visuals what I've been developing in written form over the last several weeks. https://www.youtube.com/watch?v=fyZkTPeX0RY For “best of breed” top-down macro analysis and market strategy covering Precious…
Gold stocks and the yield curve; Bessent & Warsh Op/Twist-lite paints temporary Goldilocks On the charts below, perhaps you can see why, if they are successful in pressuring the yield…
Goldilocks has been our favored short-term outcome, and she just took a step forward Today [Wednesday] FOMC did the very much expected and hiked the Fed Funds Rate by .25%…
In NFTRH 932, we reviewed CME projections at 87% for a .25% rate hike tomorrow. Today CME sits at nearly 93%. However, there are other factors involved that I want…
NFTRH 932 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Our Theme of a 2003-2007 phase centered on commercial banks takes a step forward Reference this NFTRH excerpt from July 13th: Commercial Bank Deregulation Upcoming? The thesis being that it's…