Don’t sleep on China
Chinese stocks are making a move, BABA stock bumps above the SMA 50 The trends are down, but I added BABA at 82.50 just prior to earnings on a pure…
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June 6, 2022
Weibo bucks China wipe out on rumor
Weibo stock rises while other Chinese stocks sink As word of crackdowns (from both China's central planners and the US) on large Chinese companies intensifies and FXI drops... ...one stock…
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July 6, 2021
It’s Not Just the U.S. Pulling Back From the Global Economy
China's Politburo is not sitting idly by while Trump pushes them around. From the Nikkei Asian Review... Why China's 'dual circulation' plan is bad news for everyone else Rebalancing in…
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September 17, 2020
COVID-19, the Exogenous Event That Became an Economic Event
Dow futures rise as China pledges to stimulate coronavirus-hit businesses China is again taking economic action as the market awaits the Fed Minutes this afternoon. The market has been mostly…
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February 19, 2020
Unstoppable Force (Coronavirus) vs. Immovable Object (Central Banks)
The Unstoppable Force Right now, the Coronavirus is not to be taken lightly. From initial coverup to its "relentless march outward", it has been a thus far unstoppable force. As…
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February 4, 2020
There Goes China…
One week it is Trump tweeting, another it is India reflating, another it is the Fed talking about permissiveness on inflation, another it's China stimulating... and so on. This time…
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January 2, 2020
Semi Sector Leads, Laggards Lag
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…
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November 15, 2019
To Trump Supporters Who Are Also Investors…
Happy now? Well congratulations, if the reports are true Trump is now trying to take over free market forces with protectionism going steroidal. I hold BABA and so I am…
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September 27, 2019
Ray Dalio on China
This is one of the most thoughtful, intense (in a mellow sort of way) and clear thinking experts out there. Though I've used him as a contrary indicator on rare…
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August 8, 2019
NFTRH; Gold, a Key Currency Pair and an Implication
I am far from an expert on why the CNH/USD currency pair and gold had traveled so well together. But I do have eyes and can see that they have…
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June 3, 2019
The Market We Have, REE Edition
Per NFTRH 552's Commodities segment on Sunday: REMX is testing its December Low. Downtrend in force. Can bounce. Ha ha ha... of course it can bounce. All the way up…
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May 22, 2019
Global Market Internals
Here are some charts from the NFTRH Global Market Internals segment, much of which is used to gauge the trends of global markets vs. the US (SPY/SPX). We also keep…
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April 18, 2019
US Stock Futures Climb on “Upbeat China Data”
The headline says it all (click for the story)... This is fine because one of our major themes - assuming we do not go full blown counter-cyclical here in the…
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April 1, 2019
Credit to Trump in This Case
Insert here the disclaimer that I don't care for the man, I don't like most of what he stands for, or his funny haircut. But also insert here that protecting…
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February 25, 2019