Orlando
[edit] Now comes the email blow back and an edit in response... as I had posted years ago on the old site, I own a 9mm semi automatic, to go…
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June 13, 2016
USD/EUR
So here we have a QE-inflated Euro tanking per ECB's wishes and an impulsive Uncle Buck, which you must know is not on the Fed's wish list (hello ZIRP). There…
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March 10, 2015
Worldwide PV Equipment Bookings/Billings Down
It just just a small appetizer for the main course, which will be the Semiconductor Equipment sector's Book-to-Bill ratio coming out soon. But for now, here is the latest PV…
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December 17, 2014
NFTRH 320 Out Now
NFTRH 320 deals in some 'normal' subject matter (global currency exchange implications), talks about how 'normal' economists view jobs, demand and prices as pertains to inflation and how good stocks…
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December 7, 2014
Small Cap Leadership Kaput
It's a monthly chart and these guys move like molasses on a cold winter day. But we might wonder how long it may take for the stock market's loss of…
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November 28, 2014
Happy Thanksgiving
Happy Thanksgiving dear NFTRH subscribers and website readers. See you on Friday.
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November 27, 2014
ISM: PMI @ 59%
October 2014 Manufacturing RoB This is not a picture of negativity in the least. Here in the financial sphere we can look at declining commodity (cost input) prices and jump…
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November 3, 2014
Inflation Clarification
By far the most negative feedback I get is when I write something about inflation or specifically, about how inflation is nowhere to be found outside of the stock market…
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October 28, 2014
NFTRH 314 Out Now
NFTRH 314 was mailed to subscribers earlier today. It was another quality report. I define quality in this context as something that helps me keep perspective on complex systems that…
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October 26, 2014