NFTRH 747

Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…

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NFTRH 746

Change is Coming... ...and I think it will be deflationary. The current condition is not sustainable. The public is absolutely hopped up on inflation as the cost-pushed after effects of…

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NFTRH 745

Inflation Redux? It is a valid question, given all the noise about inflation over the last couple of weeks. This was driven by the theoretically cost-pushing January payrolls report, CPI…

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NFTRH 744

Admin Welcome to the new version of the website. While there are probably some tweaks yet to be made, the nuts and bolts of it are as I'd like. Specifically,…

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NFTRH 743

Into the Sunset FOMC Rides... ...with man, machine, a crazy payrolls report and the usual mayhem in its wake we end the week as it began, with respect to the…

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NFTRH 742

Admin Notes I am still getting used to the modern Wordpress post editor I've forced myself to start using. So if you can bear with any glitches, learning curves and/or…

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NFTRH 741 [edit/update added]

NFTRH 741 [edit] Regarding the 30yr yield continuum below, a subscriber inquired about how I interpret the yield and its future direction. I answered thusly... I wish I could be…

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NFTRH 740, out now

A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...

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NFTRH 739, out now

It's back to a normal PDF format this week and NFTRH 739 digs into the particulars of the Q4-Q1 rally theme and also examines its leadership, including and especially the…

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NFTRH 738

NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…

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NFTRH 737

NFTRH 737 Merry Christmas folks, and happy holidays of all persuasions. Let's jump into an abbreviated, summary style report [edit: of course it did not quite go that way as…

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NFTRH 736

NFTRH 736 Due to a holiday schedule (including a round trip to NYC and back this weekend) making demands of your letter writer, #736 and likely a few more reports…

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NFTRH 735, out now

Screenshot, inform the nice people about the generalities of the detailed contents of this week's succinct (18 page) but personally very helpful report. For "best of breed" top down analysis…

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