Public posts
What the public thinks is "inflation", CPI, rose more than expected Here is the table of components of the March CPI report. You can click it to read the whole…
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
March Payrolls continues the string of out-performance; let's check the details March Payrolls (click image for BLS report): Needless to say, someone is perma-happy. Now for the details. If it…
Mohamed Aly El-Erian has it right; the Fed is a play-by-play caller A play-by-play caller with multiple orifices always at the ready to eat a microphone and influence the mindset…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
Updating gold ratios to other markets using associated ETFs Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it…
Canada's TSX-V index thus far holds the higher low and support Very simply, after declining from our original target zone the TSX-V index, an important signaler to the wider commodity…
The inverse of the US dollar has faded US and global stock markets The correlation between inverse US dollar and stock markets is not always in place, but it has…
Gold stocks are among the most hated equities in the stock market, but that will change as the macro shifts in their favor for the first time since 2001-2003 It…
A young artist seeks support for her first screenplay/short film You may recall a post I did in January highlighting the upcoming film Grace, from award winning Director Jeffery Schultz…
![Read more about the article Shorting the Broad Stock Market is Probably Not the Best Way to Go [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2024/03/spdr1.png?fit=662%2C826&quality=80&ssl=1)
If you want to short the stock market, it may be best to be focused rather than painting with a broad brush [edit] Solid profit (for a sector ETF) of…
Gold and gold stocks, current view Below is my response to an NFTRH subscriber by email. I think it is a good idea to briefly state clearly where I am…
The US stock market leadership chain (SOX > NDX > SPX) shows Tech weakening SPX is going to be due for a correction at best and a bear market at…
Because of course February Payrolls beat expectations! Good Ship Lollipop on course... February Payrolls checked in at +275,000 to handily beat expectations, while the unemployment rate ticked up a teeny.…