While featuring good calls that I have failed to personally take advantage of (can't buy everything and my focus has been on Biotech and Specialty Pharma for available risk funds),…
#337 slims down to 22 pages from last week's bulbous 42. That is because I write what the markets tell me to write and this week the important points were…
Because we learn from the past, from mistakes and successes alike, I gained something from the old 2008 post about the miners and stock market. Here is another, from March 7, 2009 as the final plunge in the US financial sectors blew out and the final seeds were sewn for the current bull market, by the intense and acute panic of the time.
So you’ll excuse me if some of the writing is a little dramatic or hyperbole tinged. It was a different time in March, 2009. I also note that I tend not to just write (stream of consciousness thoughts) as much anymore. With reports usually between 30 and 40 pages (incl. ample graphics) I don’t even get to all the hard data each week. We are now in a time where it has paid to be subservient to the markets and do what they say.
True beliefs and orientations can be expressed when the time is right. But back in early 2009 we were easily making money by following the new trends that the majority had not yet glommed on to. So there was ample time to brain dump a lot of thoughts along the way.
I barely ever look at these old NFTRH, but want to do so more often now because I think we are within hailing distance of new financial market trends and perspective is in my opinion an underutilized tool in the financial markets.
I am rummaging around early NFTRH editions looking for references to Larry Summers I made in Q4 2008 to go with a post at Biiwii. In going through those crude…
I got in late last night from band practice and there was this message in my inbox. I never remember that it is April Fools day on 4/1 and almost…
Well, I just wrote 42 pages. I'm spent, so no big promo. I am personally enjoying the market for what it gives and having a good year so far. In…
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An important new theme is introduced with respect to the Fed and its unruly subject, Uncle Buck. Lot's of other good stuff too. Subscribe to NFTRH Premium for your 25-35…
In light of the positive February Employment report NFTRH 333 opened up with some discussion of the details (the devil after all, is in those details)…
The February Employment report was a strong +295,000 with unemployment dropping to 5.5%. In Friday’s Market Notes update we highlighted that per BLS this was a services-driven report as the leading edge of the economy, the smaller but key manufacturing and industrial sectors, have begun to decelerate (notably in forward-looking ‘New Orders’).
From FloatingPath.com (markups mine) we see the breakdown…
So it makes sense that ‘Jobs’ were strong because the large ‘back end’ of the US economy is responding to the years of corporate profit increases, stock market gains (wealth effect) and an overall benevolent Fed that has, every step of the way since 2008, done all it could to keep asset markets aloft (1st) and in appreciation mode (2nd). Call them Things 1 & 2, mission accomplished.
Leisure and Hospitality… America’s getting out there again, living it up and feeling secure with the gains that eventually came from the post-2012 period, after we got our first little inkling two years ago in January of 2013 with the Semiconductor Equipment ramp up. I had no idea then how strong the economy would eventually become, but the massive services sectors in the US are now fully kicked in and enjoying the benefits.
Just moving along in 'swing' mode, doing what the markets tell us to do and not trying to force anything. Simple, but it works.
332 is a good one. They all have been lately in my opinion. I know that because each week doing the work in these reports (and in-week updates) helps orient…
This week NFTRH moves further from the lunatic fringe and into conventional market analysis with lots of talk about relative global stock valuations, using P/E ratios and currency movements as…
330 does some opinion making on gold sector perceptions and then buttons down to some interesting market analysis covering the usual suspects; US and global stock markets, commodities, precious metals,…
As posted at Biiwii.com... This segment is excerpted from this week's Notes From the Rabbit Hole, NFTRH 329, and was originally titled... Does the US Economy and Stock Market Need…