Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector, which is an economic cyclical leader itself. That month we noted…
As an email from Bespoke entitled "Cyclical Indicators Soar" hits my inbox, I thought I'd update a cyclical indicator of another kind. You know, the friggin' cyclical indicator that preceded…
The canary chirped in 2013 as its equipment sector ramped up its bookings and we kept up with the bullish data every step of the way after that with updates…
It's worth your 8.75 minutes to listen to former Regan Budge Director David Stockman talk about the new corporate welfare bill and the trillions in additional impairment it will cause…
I am having trouble logging into Fidelity and thus managing my own affairs, so time is limited and this post contains no fundamental facts to back up the title other…
The headline is 58.7% (full report here) but I have highlighted in green the items that matter. New orders are brisk, along with employment. Inventories, backlogs and prices implying cost…
Here we take a look at the BDI once again and marvel at its complex Inverted Head & Shoulders pattern with compound shoulders. Of course, that is a TA's way…
Non Farm Payrolls printed a negative number for the first time since 2010. Of course the Hurricanes are in there to large degree but still, it's a worse number than…
With the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among them the 1999-2000 stock market bubble... In early 2013 we noted…
A lot of my work assumes that readers are already grounded in what makes the boom/bust economy go... and stop. In other words, if I'm talking bullish it means I'm…
The Healthcare SPDR, XLV is going up, joining the early moving IHI (like Semi in early 2016, I've felt like a lone voice extolling Medical Devices since the middle of…
Once again the Good Ship Lollypop floats on the back of its Services sectors. Except that in May the ship listed a bit at only 138,000 jobs created. It's backward…
Just a quick note in light of my orientation as a visual learner and economy/market data nerd. Floating Path has been added to the limited list of high quality analytical…
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole... Since the Trump victory we have heard all about the coming fiscal policies…