This NFTRH+ update is sent to the entire list as it has more general considerations than just as a trade. Last year we began managing a 'look ahead' to XLE's…
First the disclaimer: You've got to have a good market for these things to work (unless of course you're highlighting short setups). When CRY was highlighted it was a decent…
I have held my 4 top gold stocks (KLDX, SAND, BTG & SAM.TO, which was increased on its downside drift) but am looking at some laggards as well. I am watching two quality seniors that have lagged due to lofty expectations and matching valuations. They are GOLD and GG.
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.
Yet another + update that is really not so much a trade, but a macro idea. Hence, sent to the entire list.
Since the acute bond hysteria a couple weeks ago US Treasury bonds have been easing (interest rates bouncing). That has brought an opportunity for investors, portfolio balancers (that is me in this case) and traders to enter, or in the case of NFTRH+, re-enter TIP (TIP and TLT were highlighted several months ago as a bullish destination).
Another ‘+’ update serving as a trade idea for traders and a global macro view for all subscribers. I like the idea of backing out Japan (using the AAXJ iShares) because I am not at all sure the BoJ is going to be able to subjugate the Yen in service to pumping its stock market, which still looks bearish to me. The rest of Asia however, looks constructive, much like the Emerging Markets (EEM) as reviewed last week.
This ‘+’ update is sent to the entire subscriber base as it is a macro related subject that is reviewed each week in NFTRH. FYI, another + update (on DBA) was posted (and emailed to opted in subscribers) earlier this morning.
We have been noting the potential Inverted Head & Shoulders on $MSEMF for many weeks now in NFTRH. Using the EEM iShares, let’s dial it in.
As you may know I bought DBA back again when it pulled back to the 50 day moving averages. Then it dropped some more and I added more. I hold it for portfolio mix reasons, not as a trade. But will respect the ‘stop loss’ parameter below.
Dalradian Resources (DNA.TO/DRLDF) is a stock that had been previously recommended by Mark at IKN, but which fell out of favor after a bad financing deal last year. I believe Mark recommended profit taking and moved on. This is actually irksome to me as well and so I do not have the warm and fuzzies here. Just trying to find laggards with good upside potential for patient holders.
[edit] Post was accidentally not password protected. So be it…
Please pardon the NFTRH+ updates to the general subscriber base, but I consider everything going on this week macro related and relevant. So these serve as regular updates as well.
On Monday we had NFTRH+ updates on a couple of prime Semi Equipment names, Applied Materials (AMAT) and Lam Research (LRCX). This was a logical extension of the weekend report's…
We have been talking about more dynamic items like the Semi equipment stocks lately, but here is another subject that may have a place in a well rounded portfolio. The two global income funds I have used in the past are the Templeton funds GIM (Global income) and TEI (Emerging Markets income). If the US dollar follows through on its currently bearish bias, these funds could not only provide a dividend, but also net asset value gains.
This is a stunning technical view of another Semi equipment company, Lam Research. With all due caveats about a news-filled, roiled week in the markets, LRCX is making a move today that we can use for our macro theses of Semi Equipment bullishness, an early economic signal and just maybe, a cost-push inflation issue down the road.
The daily chart is breaking to a new high above the April high (which you will recall is our guideline for broad market indexes to trigger a bullish view).
A semi ‘+’ update (pun completely unintended) on Applied Materials being sent to all subscribers (as opposed to email opt-ins) due to our macro theme developing in the Semi Equipment sector.
With the disclaimer that this is a noisy week and I do not trust the broad market’s short-term price signals, I want to stick 100% with the technicals on the Semi Equipment sector to go with the current bullish (fundamental) forward view. As such, here is AMAT, a headline equipment company which, you may recall, issued a stellar quarterly release several weeks ago that we combined with early Book-to-Bill signals to begin developing our view.