The bond market’s curious signals in corporate debt
The most risky bonds are out-performing investment grade This is just a guess, but as I recall the Energy sector had a lot of junk bonded companies in it and…
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The most risky bonds are out-performing investment grade This is just a guess, but as I recall the Energy sector had a lot of junk bonded companies in it and…
BioMarin stock tanks out of a bull pattern I thought it was interesting that being the chart dork I am, I stared at the daily chart bull pattern of BMRN…
Post-pandemic supply chain disruptions are becoming a thing of the past Check out the state of one of the drivers that exacerbated the inflation created by the Federal Reserve. As…
'Inflation expectations' ETF out of phase with most 'Inflation Breakevens' Here is what RINF does, per its creator... ProShares Inflation Expectations ETF seeks investment results, before fees and expenses, that…
The 10yr-2yr Yield Curve is hinting to steepen A hint sure is not a trend change. But a hint is a hint that is still in play. If the spread…
NFTRH 728 is out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates…
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
FOMC will raise the funds rate by .75% on November 2 So says CME Group... And so says the bond market... ...as the Continuum spikes to and through our target…
As per one of my favorite 'not taking the analysis too seriously' market memes... ...we note that global casino patrons are good and pissed, scared and downright apoplectic. Especially overseas…
Commodity tracker DBC remains vulnerable And I remain short. As the stock market bounces and some outlier commodity segments also bounce, here is a conspicuous non-participant, as the "last inflated…
The mainstream financial media advises that earnings are still okay The earnings apocalypse has not yet materialized From NFTRH 727... In support of this case [edit: a developing NFTRH market…
Back to the more formal and in my opinion, elegant format this week. This will be the default with online posted reports being secondary for more direct points to be…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…