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…
A clown show starring an apparently very rich clown The United States of America is going full retard. You can see it in the choices we are presented with for…
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…
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…
The macro market backdrop is not likely to go the way trend following market watchers currently anticipate In fact, with patience it could turn out to be like shooting contrary…
Gold is trending up in relation to the median of 1700 stocks While it is going sideways vs. headline US (SPX/SPY) and global (DJW/ACWX) stocks, we have been noting in…
Cathie Wood is smarter than me The way she looks down from on high into the camera's lens makes me feel small. Makes me feel insignificant. Makes me feel like…
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,…
Paul Tudor Jones sees stocks going higher upon Fed rate cycle ending Well, he does not refute my view directly because this market luminary (who is much more respectable than…
Always needing an excuse for any given daily move, the MSfM serves up investors' Fed tightening fears this morning You can click the image of a pensive trader staring intently…
Cathie Wood's ARKK ETF unwinds its epic bubble The smartest woman in the room continues to spout deflationary slogans and buy her fallen angels (I just saw a blurb that…