Public posts
The June ADP report doubled expectations, yields respond, Hazel never to wipe that smile off her face? As this article says, Leisure and Hospitality led the way as the Good…
Thanks to Jordan for another opportunity to talk too much (about stocks, gold, commodities and what have you) By the way, I confused myself early on when talking about the…
Gold stocks approach NFTRH target; what's next? Hey, what do you think I am, a swami? I don't definitively know the answer to that. The guru or perma-bull down the…
The Goldilocks Rally, led by Tech/Growth stocks, motors on [edit] No sooner was this posted than Q1 GDP was revised upward from 1.2% to 2%. It's stuff like that that…
It appears that a few recipients did not receive yesterday's report notification email. The email domains that appear to have been affected are yahoo.com, sympatico.ca and outlook.com. Some of the…
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
The CRB/Gold ratio rose impulsively as it should have during a cyclical inflation problem that got out of the Fed's hands As noted in the previous post, the SPX/Gold ratio…
The stock market (SPX) as adjusted by gold was in a real bull market until 2000, was in a fake bull market during the times it rose from 2001 to…
Dynavax stock (DVAX) heads upward after strange down move Dynavax stock (DVAX) is one I've held, traded and profited on repeatedly. It's my own pick, the product of some research,…
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
With inflation fading, FOMC preps its "decision" on the Fed Funds Rate With inflation fading as yesteryear's news, Goldilocks continues to hold sway. It's been a year now that this…
The 3 month T-bill yield continues to signal oncoming bear market Look, NFTRH projected the rally back in Q4, 2022. Therefore, this post is not coming from a perma-anything. It…
US manufacturing (ISM PMI) has dropped in sytematic, robotic fashion over the last 12 months From an index reading of 53% in June, 2022 to 47% today, the sector has…
May Payrolls report; not all it's cracked up to be On Friday we noted that the May Payrolls report was 'services' laden and late stage stuff. Early stage stuff like…