The XLV/SPY ratio is a potential risk-off signal, and it is turning back down When Healthcare (XLV) rises vs. the broad market (SPY) it is a risk-off signal. Hence, we…
Stock market rotating (knee-jerking) defensive in the wake of Jim Cramer's unwitting contrarian call "The Unbridling the Bull" my ass. Carnie barker Cramer provided us with a warning just last…
The unwitting king of contrarian investing checks in Contrarian investing is simple. When the herd thinks one thing, you think the other. There is no greater tender of the investing…
The stock market's trends are up, but a contrarian pivot point is likely on the horizon Excerpted from the January 19 edition of Notes From the Rabbit Hole, NFTRH 845…
Stocks and gold have been "predictable" as we approach Inauguration Day "Predictable" taking the form of our previous "to or through the election" view for the 2024 bull, which was…
Interview with the Daily Gold's Jordan on macro indicators, stocks and precious metals Okay well, the beard is not working for me now that I see it objectively in a…
Snowflake stock (SNOW)... boom! Over the years, I've realized two things... My natural instinct is to try to buy low, buy cheap... When you are fighting the (down) trend, it…
NFTRH+ trade idea CLOU is almost to target On October 28 we had an NFTRH+ update (now open to public) on a sector that I found to be lagging, but…
The transition to a post-bubble macro continues making progress When the bubble makers are finally banished, when their policies are shown in the light of day (and of a rebellious…
"The bull market turns two soon"? Think again, MSfM The ever entertaining mainstream financial media, which wanted to convince the masses that the yield curve inversions that took place in…
The ratios of gold to stocks (SPX) and the miners to stocks (SPY) are still intact to the rally theme There are of course macro and sector fundamentals and nominal…
The financial media appear to once again be leading the public astray about the Yield Curve situation The media pounded and pounded the yield curve's inversion as a signal about…
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…
In a word, yes. But first, bad market breadth will likely be… bad Excerpted from last weekend's edition of Notes From the Rabbit Hole, NFTRH 815: A subscriber sent me…