Macrocosm Revisited
Excerpted from the October 4 edition of Notes From the Rabbit Hole, NFTRH 363. Reference previous articles on this theme, Macrocosm, Microcosm & Microcosm Expanding... Here again is our representation…
Excerpted from the October 4 edition of Notes From the Rabbit Hole, NFTRH 363. Reference previous articles on this theme, Macrocosm, Microcosm & Microcosm Expanding... Here again is our representation…
We have been successfully managing an 'in motion' market since the August festivities kicked off. It is October and Money Managers (NAAIM), Newsletter Writers (Investors Intelligence) are thoroughly spooked and…
As noted in the subscriber email that accompanied NFTRH 362: "NFTRH 362 trims back down to 22 pages, but makes a lot of points in those pages. In particular, despite…
John L. was a long-time NFTRH subscriber. After cancelling his subscription the other day he sent me this note: "You have been a terrific mentor and my nearly 5 years…
From the email to subscribers that accompanied NFTRH 361: "The Indicators segment beats us all to a pulp talking about yield spreads, but I find more and more that this…
NFTRH 360 does a 360 all around the oh so highly anticipated FOMC 'decision', talks a little about the accuracy of professional economists' recession predictions and talks a lot about…
20 pages, a little Tin Foil, a lot of historical facts and some logical deductions. NFTRH 359 out now.
US stock markets need to finish the bounce (per SPX and VIX targets) to activate part 2 of the plan. Then, out beyond these short-term moves is a decision point…
#357 is about road maps for the US stock market. There is one road map for the immediate-term, one for the next 1-2 months and then another, which will be…
25 pages, on point and ready for either a continuation or reversal of larger trends as tops spin all over the macro table. An interesting market in which certain scenarios…
NFTRH 355 takes the balls in the air, tops spinning on the table and the up and down market whipsaw and attempts to distill it all into a sensible narrative…
A 13 page add-on to the NFTRH 354 online edition was just emailed to subscribers. Fills in some more color on what may look like an uninteresting backdrop, but what…
A commitment has come up this weekend that will only allow me the time to review key points in NFTRH 354. What a great opportunity to put more detail than usual in an update [edit: this has turned out to be NFTRH 354, with a PDF update to be mailed on Sunday].
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 353. After this theoretical exercise we got down to nuts and bolts analysis, which…