I have got a very choppy day and a suspect internet connection, so let's let Anthony at Confounded Interest break out the details... Jobs Friday! 313K Jobs Added [Higher Than…
Over the last several years, beginning in 2013 I've made post titles like 'Semi Bullish' in response to the bullish leading edge economic cycle indicator, the Semiconductor Equipment sector and…
Ha ha ha, lucky guess per yesterday's 'playing it straight' article... Click the Bloomy headline for full details... The great swami also nailed the Average Hourly Earnings at in essence,…
[edit] With respect to my buzz phrases noted in the next paragraph, a wiseguy reminds me of my old target on HUI (888), AKA the "3 Snowmen". Wouldn't want to…
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…