Thing 1 is Lam Research, a Semiconductor Equipment company. I have held it for weeks but given the market's short-term risk profile, am taking well earned profit as I did…
Two earnings reports, two directional moves on things I hold. Luckily, Thing 1 is moving more than Thing 2 and other items are positive to boot. Subscribe to NFTRH Premium…
It was hard to be bullish the Semi sector a couple months ago (unless you looked at the Equipment booking data). Today it is easy; real easy... too easy. Therefore,…
I am expecting a pullback in the near-term due to over bought daily charts and over bullish sentiment, but the fact is that SPX is in blue sky and measures…
As we have noted for months in NFTRH, the two most bullish sectors have been the Semiconductors and Healthcare. First, we tracked an Ascending Triangle and blue sky breakout in…
Sometimes simpler is better. For months now, and right through the Brexit drama we have been noting simple technical and fundamental items like a NYSE breadth ramp up (see bottom…
When dealing with markets we show up with our rational minds and our healthy egos. We have got our chops down pat and have the confidence to know that we…
[edit] Subscriber Joe advises that Hickey says the b2b is a lagging indicator. But I assume he means vs. Capex from the likes of Intel, etc. I am using b2b…
It's time again for our 'Gary's too lazy to do short-term charts with all sorts of details and parameters' big picture monthly charts of US indexes. The S&P 500 popped…
The Semiconductor Index has filled a gap and maintained a series of higher highs and higher lows. So what did I do? Nothing, other than take profits on a couple…
In an earlier subscriber update, we looked at the key bounce parameters for SPX, Dow, NDX and SOX using daily charts. In a public post a few weeks ago we…
You cannot call yourself a bull if SPX declines to 1925 and you are not buying there. Me? I am not a bull, but I am someone who, if the…
I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…
More and more of these items are working on the April highs and that is a key level. The Tranny is the lone suspect here, technically. It looks like…