It's not defensive, but Software was a beat down offensive getting a rotation bid. Defensives like Healthcare are doing quite well. As I hold those, I want to tweak the…
It's just one company among many stocks, sectors and industries on my watch list for a buying opportunity on this correction. I may or probably won't end up buying it,…
Well, our old friend the Iran war is still a thing. The market was wheezing (and losing its Semiconductor leadership) and it is July, a month that often sees the…
In NFTRH 922 we discussed a plan where markets, including precious metals bounce/rally in the short-term, but enter a danger zone, beyond the short-term. This is due to gathering negative…
In addition to the macro work done in NFTRH 922, I'd like to do micro work on some sectors going forward. Let's start with the Semiconductor sector, our long-time leading…
Speaking of internal rotations, as we have been lately, here is another that looks like it has based over the last two months and is ticking a base breakout. This…
I started an entry in the in-day notes, but realized it was going to go on long enough and in enough detail that an NFTRH+ update would be more appropriate.…
Last week as we noted the yield curve flattening in reaction to the hawkish tone of the Fed, and with the US dollar firm, we opened the prospect of Goldilocks.…
It's not the biggest news in the world, and the macro is potentially turning adversarial to gold stocks. But in the event that the sector is to get back on…
The scenario envisioned in the NFTRH+ update last Sunday is coming about. "It" being gold. "Right here" being the support level at 4250-4300 currently being lost. The 38% Fib (not…
As per the in-day notes, the BPGM is pinned at zero. A level not seen since the bear market. As also noted, its SMA 200 can eventually grind its way…
As you know, I've had my eye on and been trading the software sector for weeks now. Trying to focus on capitalizing on unfair smack downs of stocks under the…
Sticking with the traditional order of things, as opposed to the caveat noted in NFTRH 918 that silver could bottom first and lead, the usual order is gold bottoming first,…
The elements in play are similar. Inflation fears in play, the Fed was tardy in 2022 to begin hawking. This time inflation fears (not really inflation, but that's semantics) have…