Insert here the disclaimer that I don't care for the man, I don't like most of what he stands for, or his funny haircut. But also insert here that protecting…
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
We follow this one each week in NFTRH's Global Market Internals segment. When I was noting the curious positive price divergence (most recent spike) by this shipping cost index to…
Well, it's just a single day and AMAT and LRCX are not out of the woods, but TSMC did just place a nice order with Applied Materials. TXN had better…
As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular…
I have so many charts that I use for NFTRH's Market Internals segment that I have had to start a new system, color coding the various internals indicators thusly... As…
How typical. Just as everyone was getting beared up out comes the employment report featuring a blowout number of +312,000 in December (vs. an expected 188,000). Here is the blurb…
Ref. my post from last January that itself includes a link to my post from a year ago criticizing a media headline about a fund manager who thought he found…
Let's take an in-day snapshot of gold vs. several key competitors (for your investment dollars/euros/yen, etc.) and check the progress in turning the macro from risk 'on' to risk 'off',…
[edit] Also see this post on inflation/deflation excerpted from NFTRH 525, hot off the presses. Crude Oil and Industrial Metals continue downward. This is significant per this NFTRH monthly chart…
It sure is not positive economic - or for that matter inflationary - signaling as Industrial Metals lose the short-term consolidation and break down on Monday and Tuesday. That also…
Curiously, in a rising long-term interest rate environment... The Banks are still dropping. The Banks are still dropping harder than the S&P 500 (SPY). Despite the yield curve, which is…
[edit] As if on cue, out comes Anthony B. Sanders with... US Housing Starts Plunge Under Rising Interest Rates I agree with you, this does not look healthy. And this…
Strong economy! Okay, now that we have that out of the way the futures reversed this morning on the jobs report that should have been no surprise to anyone. It's…