NFTRH; Banks & Financials

We have shorted GS, longed GS and shorted it again (NFTRH+); all for profit (if only all trades worked so well). We also had a successful short setup on the…

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Post-Trump, Some Items Go Limp, Others Firm

Look at these bedfellows that are sleeping together in a sign that all does not feel well with the market, post-inauguration. TIP-TLT is in a weird, toppy looking short-term pattern. …

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Banks, Gold & Yields

[edit] the post started as a simple thing and ended after getting way too involved.  so much the better... An update of the situation on the Banks, the anti-Banks (gold)…

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A Lender Carry Trade; an Old Theme Revisited

Excerpted from this week's premium report, NFTRH 282: Last June when tidbits about a would-be future ‘taper’ of T bond purchases (QE) were popping up in the media NFTRH 241…

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A ‘Carry Trade’ Returns?

As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know?  The…

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