The Yield Curve flattener and a coming transition
As the Yield Curve flattens, this inflation is different from the 2020 inflation In 2020 an inflationary yield curve steepener was in the bag as the Fed dropped and pinned…
As the Yield Curve flattens, this inflation is different from the 2020 inflation In 2020 an inflationary yield curve steepener was in the bag as the Fed dropped and pinned…
HUI bottomed vs. SPX in December Here is the weekly chart we've used over the last 1.5 years to gauge the downside in gold stocks (HUI) vs. the S&P 500.…
Very helpful as a guide in times of change, sorting through different short and long-term conditions and associated strategies. NFTRH 692, out now. For "best of breed" top down analysis…
Cannabis Overhaul in Washington is Only Getting Harder Article is a month old, but still very relevant. When politicians are involved, it can only be complicated. Interestingly, this has nothing…
Junk bond ETF HYG is going bearish. This is not good signaling or any sort of positive divergence for the stock market. It is a flat out negative one, as…
Uranium is flagging after breaking a monthly chart base Wanna see a nice bottom? Not that kind of bottom! This kind of bottom. It turns me on. A long-term base.…
Fo-Moe? Faux-Moe? Whatever it is, FOMO-driven MOMO is in play Manic forces likely driven by the fear of missing out seem to be overtaking markets. This environment of inflation-fueled speculation…
NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…
Reformed Broker on a coming (someday) taper: Of course they're going to talk about tapering So, they’re ready to start thinking about thinking about tapering. It’s good that they’re acknowledging…
We use the basic sentiment indicators in weekly reports (AAII, NAAIM, Investors Intelligence, etc.) but my sentiment service, Sentimentrader, has daily reports that dig into more specific areas. I usually…
Archegos Capital Management Gets Margin Calls, Defaults I sense an opportunity of some kind here as a hedge fund blows up and exposed banks get hammered. Now, if I can…
[edit] Never mind the snap back, which will probably come. I'm taking a loss on the minor bounce-back in AH due to a potentially busted story. Plenty of other opportunities…
Jazz to Acquire GW Pharmaceuticals A nice little surprise this morning. UPDATE: Jazz Pharmaceuticals to acquire GW Pharma for $7.2 billion in cash and stock, GW soars 46% premarket From…
Headline Royalty stocks are trending down while a few lesser ones still look bullish I know that the Royalty/Streamers buy Huey's gold after he pushes his cart out of the…