2 bright spots
As the markets react to lagging data, a couple of personal bright spots My brain look tends to look forward but the market's brain all too often seems to be…
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August 5, 2022
What about Goldilocks? These stocks are in bottoming postures
With all the talk of commodities lately, let's not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity…
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July 7, 2022
‘Anti’ markets
These daily charts are flipped over to a view that is 'anti' their normal selves I have often referred to the improbably bullish (to many; NFTRH has tracked and respected…
June 29, 2022
Ladies & Gentlemen, meet 3:12 Charlie
From a previous post about the media's obsession with declaring a bear market after a 20% drop: As you can see, barring a miracle reversal (is 2:00 Charlie still a…
May 20, 2022
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…
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
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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