Gold vs. Cyclical Asset Markets
Gold vs. risk 'on', cyclical items For you sports fans keeping track at home, here is the current view of gold vs. the (much) more cyclical stuff using GLD and…
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May 2, 2022
Final rally for stocks, commodities to top, and a final down leg for gold?
A macro view for stocks, commodities and gold The article's title is one man asking one question among several I could be asking, given the volatility of macro indicators on…
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January 28, 2022
Market sports Wood today
Cathy Wood's ARKK fund gets a seasonal rotation (for a day or more) With the caveat that not all of my tax loss specs are working yet (cough, cough... Cannabis…
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December 17, 2021
Do you know what kind of market this is?
This is a market in which I do not trust my charts of individual stocks nearly as much as I trust the macro, ratio and indicator charts. And because those…
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December 13, 2021
Beyond Gold Buggery; Sectors Reviewed
A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it's a big market…
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November 5, 2021
FOMO
NFTRH 679's page 1 screenshot noted there might be a buy the (tapering) news situation, and here it is. Among some strange bedfellows at least, with Tech, broad SPY and…
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November 3, 2021
Cathie Wood conjures ghosts of yore
Cathie Wood calls for a drop in oil prices And well, at least she's got the seasonal average on her side. Ugh, if the seasonal stays true to its 30…
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October 1, 2021
![Read more about the article Uh oh, the economy is topping [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/09/brown.png?fit=1428%2C444&ssl=1)
Uh oh, the economy is topping [w/ edit]
[edit] It started like a house afire, but then I faded about half way through. I'll leave it posted because I like their NY accents, ha ha ha. Josh Brown…
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September 16, 2021
A Crispy profit (fully baked)
CRSP provides a profit at anticipated resistance Why again does it pay to not be a one-way gold bug? Why again does it pay to watch and respect macro signals…
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June 28, 2021
Rotation to Growth & Tech as illustrated by ROKU (w/ NFTRH 660 excerpt)
Market has been rotating back to growth from value and reflation-sensitive areas It was all about long-term interest rates and the beginnings of the at least temporary failure of the…
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June 22, 2021
Man Stares at Charts of AMZN & NVDA, Ignores Them, Buys
AMZN and NVDA were added on the March Tech tank job The most obnoxious TAs want you to believe their charts are the be all, end all because after all,…
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April 13, 2021
What do Spain Titans and US Defense Contractors Have in Common?
The Spain Titans 30 and the US Aerospace & Defense ETF appear quite similar Man stares at chart of ES30 (accidentally, I might add) and remembers something else that he…
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March 12, 2021
![Read more about the article Cramer Indicator Flashes Bullish for Markets [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/03/indicators.png?fit=256%2C256&ssl=1)
Cramer Indicator Flashes Bullish for Markets [w/ edit]
Cramer jumps the gun on TeeVee, advises investors (i.e. the public) on 5 stages of grief [edit] With reference to the last sentence below I did do a cluster of…
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March 5, 2021
Gold/SPX Ratio and the Gold Stock Case
Gold/SPX indicated the excess and the gold miners are correcting that excess In and around the August time frame we noted (in NFTRH) high risk to the gold miners because…
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January 14, 2021