Payrolls +230k, a ‘disappointment’

November Payrolls +230,000 vs. 573,000 estimate Of course, it's all about the Fed, eh? With a side order of Omicron. Click the graphic below, get the report from BLS that…

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New feature planned for NFTRH this weekend

Because successful investment and/or risk management depend on knowing and adjusting to the macro backdrop I am planning to add a new feature to NFTRH this weekend. As the macro…

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NFTRH+; a simple macro update

Looking at it through the lens of the inflation/liquidity indicators and the anti-liquidity indicators we find Team anti-liquidity with an upper hand of late with Omicron providing an excuse for…

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2 Horsemen? [w/ edit]

Will USD and the Gold/Silver ratio ride together again? [edit] With reference to the end of the post below, as several emailers have noted, Omicron is an anagram for Moronic.…

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NFTRH 683, out now [w/ edit for subscribers]

[edit] With infinite thanks to my ever alert mother, a couple of bad typos have been identified and fixed. Please discard the original and grab the fresh copy at the…

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NFTRH 682 excerpt; COVID-19, 4th Wave

Before this week's COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term 'structural' (as opposed to…

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NFTRH: A Black Friday-free zone

As my inbox gets bombed with Black Friday deals, including from a large market newsletter service, I think to myself 'self... why don't you do that?'. Self then replies: Because…

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