Trump Trades Tumbling

You could say (and in fact I did say last weekend) that Peak Trump is indicated by the likes of commodities, resources and materials continuing to weaken.  These are supposedly…

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Peak Trump

The following is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 437.  While I think several proposed Trump administration policies would have positive down…

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Multi-Market Summary

Using the most representative or notable index/ETF for each segment, let's update the general status for a range of items (U.S. and global stocks, T bonds, commodities and gold) with…

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NFTRH+; FLIR Chart Study

Another informal update on a stock we looked at last year as part of a Robotics theme (it's not a robotics company, but its optical systems can be used in…

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Post-Trump, Some Items Go Limp, Others Firm

Look at these bedfellows that are sleeping together in a sign that all does not feel well with the market, post-inauguration. TIP-TLT is in a weird, toppy looking short-term pattern. …

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Test Post: BJM

My favorite albums of all time... Roxy Music's 1st album, Eno's Here Come the Warm Jets, Wire's Pink Flag, Joy Division's Closer and this demo album that Brian Jonestown Massacre…

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Live Feed of Stumpf Grilling

You can listen @ Zero Hedge via TalkMarkets... [edit] They are killing him, giving a whole new twist to the expression "Pigs get slaughtered". Watch Live As Wells CEO John…

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Some Charts I am Watching

A few charts catching my eye upon today's close... The long-term T bond fund has popped back to a thick and notable resistance area after the 'rising interest rates' mini…

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NFTRH 410 Out Now

We look in depth at some key elements in the Semiconductor sector, both as an economic indicator and for some intricacies with respect to trading the Semis.  We Note that…

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QE; the Beat Goes On

The BoE, in battling the fallout from Brexit (a decelerating economy), has dropped rates to .25%.  Bond markets cheer, with US yields dropping (bonds up) and global bonds rising.  From…

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NFTRH+/NFTRH; Biotech Sector (IBB)

This update on the Biotech iShares works as both an NFTRH+ update and a regular update.

For the purposes of our regular updating, a breakout here would indicate that speculative bullish money is spreading out to Biotech, which helps the rally’s internals and speculative inputs.

(more…)

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2016: Current Market Themes

A year ago almost to the day we began tracking a 'Macrocosmic' theme that would eventually see gold bottom and rise vs. stocks and bonds in 2016, joining its bullish…

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