Trade War Distortions?
I have found myself writing the phrase "trade war distortions" on multiple occasions because I personally cannot see how anyone can quantify the effects of the Trump/China standoff, economically. In…
I have found myself writing the phrase "trade war distortions" on multiple occasions because I personally cannot see how anyone can quantify the effects of the Trump/China standoff, economically. In…
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…