We have been tracking the TSX-V (JX, CDNX) both nominally as below and in ratio to the senior Canadian TSX. The signals have been negative with the nominal 'V' in…
Just a simple view of the Gold/SPX ratio as portrayed by GLD/SPY. You may recall that the ratio - a key macro fundamental consideration for a bullish gold stock view…
I shorted the Medical Devices ETF in the Model Portfolio to pair along with one of its components, a long position in MDT, which is a premier albeit much less…
With the 30yr yield breaking upward today (daily chart)... ...let's review the original theme (back in play after a little macro whipsaw), which was to build a right side shoulder…
The TSX-V/TSX ratio continues to negatively diverge the inflation trades With the caveat that I am still holding some inflation/reflation biased positions... As if the inflation trades needed another negative…
A lower priority update, as would be any 'day trader views' like these 15 min. charts. The markets got peppy at the open and left gaps. Best to have those…
The time frames I operate by are in alignment with the trends of the 50 and 200 day moving averages. A day trader would probably operate by 10 and 20…
As noted in the Trade Log, I added Palladium fund, PALL. The reasons are as follows. First, is the positive seasonal aspect that we reviewed last weekend in NFTRH 687.…
A few indicators to view the market situation internally as the Fed minutes hysteria fades. Junk bonds are grappling to hold the moving averages and have not broken down. Meanwhile,…
With Tech dropping as man, woman and machine alike flog the rotation from growth to value, I naturally wanted to look around for shorting opportunities to maybe hedge my portfolio…
Per yesterday's Trade Log, Copper Miners ETF COPX was added. Here is the technical rationale, which is getting some follow-through today. COPX had been working on resistance at the SMA…
There are several sub-sectors related to Energy, from battery metals/materials (nickel, lithium, etc.) to solar/wind,etc., to uranium. I don't hold much in the way of traditional Energy (other than NOG,…
These correlations are several years old, so they are a very generalized view of which sectors do and do not tend to do well when yields are rising. I thought…
The theme as presented in NFTRH 687 is for USD's test of its SMA 50 to be a key driver for the Q1 2022 macro. A test is just that,…