Semiconductor Equipment Book-to-Bill The Semiconductor Equipment book-to-bill ratio for November is out and it improved per the table below. I will work the data into a graph similar to the…
Considering the fundamental information in yesterday's post about the PV Equipment market, and this chart of the Clean Energy Fund PBW, I think it is safe to say this is…
The quick recap is that DAKT (Daktronics) had weaker earnings and gross profits due to operational issues and capacity constraints. The result was a hard decline at the end of…
Now that we have the FOMC hysterics, the Russia hysterics, crude oil hysterics and Greece hysterics (have I missed any?... oh yeh) put to bed for a moment, maybe we…
From yesterday's ETF update: "TIP-TLT continues to indicate that the Treasury market perceives no inflation issues whatsoever. Indeed, the whole world is worried about anything other than inflation right now. …
All Treasury yields are up with the curve... yup, dropping. They are suddenly not scared anymore and are flying out of liquidity instruments. Junk and Junk to quality is snapping…
It just just a small appetizer for the main course, which will be the Semiconductor Equipment sector's Book-to-Bill ratio coming out soon. But for now, here is the latest PV…
A snapshot of the current daily technicals…
A lot has changed since last week’s ETF update. One notable exception is the first item…
The 2 Horsemen of the Apocalypse are riding divergent paths again, this time with the Gold-Silver ratio popping (implying systemic stresses) and the US dollar declining. Interpretation? Well dear reader,…
Remember the 'Peak Oil' hype that was promoted far and wide as trend followers disguised as financial analysts exalted the likes of T Boone Pickens, Jim Rogers and a host…
Just FYI, a little exercise on some financial topics. By Google Trends at least, the stage is setting up for a contrarian, counter-trend bounce in precious metals and commodities in…
All durations are up in yield with the curve dropping hard. This implies risk is 'ON' beneath the market's jittery psyche.* But it's just one day's alignment. It's also bearish…
We have been noting the bearish state of the gold miners for all too long now; most recently in NFTRH 321. But at some point I have got to believe…
[edit] okay now they are flirting with abnormal I know it sounds weird on a day when gold bugs are being scattered back down Hamburger Hill, but gold (GLD) is…