It’s Not Just Biotech or Medical Devices, it’s the Whole Sector
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…
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…
Bloomberg has an article out this morning showing the economic zones where the Robotics industry is taking jobs away from humans. More Robots, Fewer Jobs This is a fact of…
Of course, the main market-moving event is scheduled for this weekend, and Kevin Muir has some good thoughts on it, with players all but discounting Le Pen. But here in…
This week's Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities, precious metals, bonds, currencies and…
I am starting this post just prior to the NFP release. Here is the link to BLS for reference. The median forecast by economist type people is +221,000 vs. the…
In reading this article by Mike Shedlock debunking the 'NAFTA is bad for the US' theme, I had to laugh. Mish goes at it from a million different angles but…
BLS has released January's payrolls report, thusly... click the graphic for the full report. Here is the industry breakdown, as the Good Ship Services sails on... [edit] adding a graph…
A slightly modified version of the opening segment of this week's Notes From the Rabbit Hole, NFTRH 431... After being mostly off the grid on Friday, I listened to the…
From BLS, click for full report... Subscribe to NFTRH Premium for your 30-45 page weekly report, interim updates and NFTRH+ chart and trade ideas or the free eLetter for an…
The number is a little below estimates, but still fine. Of course, NFP is the laggard of laggards and we've got a leader of leaders, the cyclical SEMI data, presenting…
You may get tired of me calling everything hype this and hysteria that. Hell, I get tired of me doing that. But as a market manager I have got to…