Previous articles and posts of interest.
As symbolized by the 3 Amigos, the macro backdrop is riding on to its destiny. That forward destiny is a top in stocks vs. gold (Amigo 1), a rise in…
Note: I am short nothing whatsoever in this market except a small position against junk bonds. I am long several broad market items and managing risk by also being long…
See edit at end, adding in the favorable gold and silver CoT. We have been expecting a seasonal rally in gold, silver and the miners off of a bottom due…
[edit] See end of post... I don't really have any views on Bitcoin! At least not any that would be of any value to anyone. The only view I have…
[edit] I realize this theme could be wearing on some people, but with all the subtlety of a sledgehammer I am going to pound it until it either aborts or…
[edit 12.8.17] Amigos status clearly & concisely updated. I am not trying to be a wise guy with the first half of the title (it's a goof on alarmist media),…
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…