Lately there is a lot of scary stuff flying around the internet. You know, the purveyors of whatever will scare you the most, doing their thing. In this case, the…
A heads up for anyone who may be interested in Banks and Financials. The ETF, KBE has made a pretty good decline to fill its November 6th "America great again"…
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A monthly chart view of the gold price projects a break to blue sky, but needs to confirm a breakout first (and endure the noise of an 'in the bag'…
Fed minutes show just how out of touch the eggheads are The Fed minutes were published for all to see (in my case, ignore until this morning). Step right up,…
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
The government is stepping in to bail out SVB depositors and the banks are still tanking. Graphic is linked to the article. As a side note, the government says that…
Fed Funds Rate projections from CME Group adjusted from +.5% yesterday to +.25% today Silicon Valley Bank implodes and voila, the Fed Funds Rate projection dropped on cue. I will…
The banking sector is breaking down in relation to the S&P 500 [edit] SV Bank meltdown! Shows how closely I follow the news of the day. Obviously consistent with favored…
Not very happy signaling from the Pigs Neither nominal KBE... ...nor the KBE/SPY ratio are looking very good in the face of rising yields. Indeed, KBE above is in a…
Bank sector negatively diverges long-term yields As long-term yields rise to tick the 2.5% to 2.7% target zone on the 30yr, the Bank sector seems to have other ideas. Like…
The ratio of the Banks (KBE) to SPX (SPY) is breaking bullish I don't care what you find out there on Twitter or the gold websites, the fundamentals for gold…
Banks are posting a strong quarter The inflation (money printing by the Fed) has brought reflation (economic benefits of said inflation) and none are more targeted for benefit than the…
A picture of various reflation-sensitive markets vs. SPY/SPX The picture says that equity-centric reflation markets are struggling to regain uptrends relative to the broad SPY/SPX, and indeed are maintaining the…
Let's get through CPI tomorrow to see if there are any surprises to the view on the effects of the Fed's printed inflation and the government's pushed inflation. I don't…