Semi Equipment Spending Record, 2018 Growth, But…
What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative…
Previous articles and posts of interest.
What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative…
The TIP/IEF 'inflation gauge' is still motoring upward after breaking above the SMA 200. If this turns the 200 up along with the MA 50 it could indicate a mini…
As I've been noting again, again, again, again, and again the macro backdrop is marching toward changes. I'd originally thought those changes would come about within the Q4 window and…
[edit] As I do the actual work of plowing through NFTRH 472 I am noting some non-bond related indicators in line with the fading Junk/Quality ratios and easing Treasury yields…
At NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of significant change so we are…
Reference a post from August 11: Potential Pivots Upcoming for Stocks and Gold Stock Market Status In the above-linked article we noted several legs that could be kicked out from…
Time once again for a review of the big picture, because... perspective. For example, in my mind I feel that training has been done to not expect a real whopper…
With the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among them the 1999-2000 stock market bubble... In early 2013 we noted…
I have made countless posts lampooning the mainstream media and its eyeball harvesting, click baiting content. This content and especially the associated headlines (let's recall the classic R.I.P. Bond Bull…
Look, this very space plotted a 'best' target for LIT of 42 back in January in an NFTRH+ update. But much like the hysteria that came to accompany the Semiconductor…
Prologue: This is a bearish article written by someone who covered his short (bearish) positions today (except for the euro) and has only long positions now, in precious metals and…
I make fun of the MSM, including Bloomy, for its often sensational headlines and click-baiting content... R.I.P. Bond Bull!!!! ...but Bloomberg especially has a lot of useful content and quality…
This "amateur cyclist's" chart (I am anything but a cycles analyst) of the S&P 500 shows that the 12 month marker (C12) meant exactly nothing as the market remained firmly…
For more of its drivel about gold, the MSM trots Frank Holmes out again. Stuck on the same refrain that has not changed since before, into and through the bear…