Public posts
Rosenberg recommends defensive positioning amid dis-inflationary, recessionary pressure The NFTRH theme has been disinflation and economic signals fading toward counter-cyclical. Check. Everybody's got the memo now. Even the tardy Fed…
Gold and silver are bullish and ready to be bullish, respectively The gold price has pierced our initial target (2450) off of the pattern break above 2030-2070. The larger technical…
Defensive sectors like Healthcare, Consumer Staples and Utilities are ticking new highs as the market rotates Market rotation was a theme running through NFTRH 824 last weekend. As recessionary pressures…
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world... ...terrorizing society into social and…
After a nice summer correction the US stock market is where we expected; rallying after a healthy sentiment clean-out This (now public) NFTRH+ update on August 16 noted: As you…
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The gold stock sector is on the verge of taking back the macro, and taking leadership over the broad SPX This post is prompted by a post I saw on…
Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
My interview yesterday with he who is simply the best interviewer I know of, Jordan Roy Byrne 35 minutes goes by in what feels like 5 minutes when you talk…
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…
The gold price is fully intact, technically, taking recent market volatility in stride Gold is riding the 50 day moving average after working off overbought readings, comfortably maintaining its uptrends…
Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…
The Sahm Rule is getting airplay, but Sahm is not what I am... it is just one unexceptional and somewhat lagging indicator to the coming recession "We are pointed toward…
Financial market stress is not in play... yet So here is the thing. During a bull market or very bullish phase, indicators give the all-clear. Come on in, the water's…
The Gold/Copper ratio is hitting a new high in its recovery rally this morning The Gold/Copper ratio sets a metal with a primary utility of providing long-term monetary value and…