The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…
According to those seers who are paid to usually be wrong, NFP would show +145,000 jobs after a fairly weak 130,000 last month. The employment situation is flat-lining. You can…
I guess the post's title could be taken a couple of different ways. But let's play it straight and break down the report from my former sector of the economy.…
I could be wrong, but based on my recollection the wise guys were predicting even higher odds of a rate cut prior to this latest reading. I seem to recall…
Glimmer: noun; a faint sign of a feeling or quality, especially a desirable one The Semi sector as a whole remains in a growth contraction. I happen to hold equipment…
The PMI declined again in August and it was not just due to less important readings like Production or Deliveries. The key failures are highlighted. Backlogs grew for the period…
On July 18th we had an NFTRH update (still pw protected) discussing the Semiconductor sector and secondarily, its implications for the gold sector. Those implications have to remain private for…
On the good ship Lollipop Its a nice trip, In to bed you hop, And dream away, On the good ship Lollipop --Shirley Temple And so, to everyone's complete lack…
Who is surprised that Payrolls rebounded last month? I am not because this is a notoriously volatile economic data point and one bad month (May) does not a trend make.…
In hindsight we could have expected it. Set our watch by it. Putting aside the fact that the Mexico tariff threat never should have been an overly negative input for…
Excerpted below is the Opening Notes segment from this week's Notes From the Rabbit Hole, NFTRH 555. The report followed up this opening with extensive coverage and strategy for US…
You can get the full BLS report by clicking the graphic... Here is the monthly breakdown. As usual for the Good Ship Lollypop's consumerist economy (hey wait a minute, wasn't…
The headline says it all (tap for the MarketWatch story)... Full report here at BLS... And here is the graphical breakdown. The last few NFTRH reports have included the word…
Okay, now I am getting geeked out. One of the most fun and rare times in what I do is when something big happens that I feel in my gut…