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…
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…
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…
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…
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…
According to Callum Thomas... Trump has helped make China A-share valuations great again (cheap again). Back on January 23rd I posted publicly a couple of NFTRH+ ideas that had been…
As the Macro Tourist lays out so well, things are not at all good in China's economy and not likely to get better as the Politburo plays its long game…
There is way too much going on out there for a blogger to try to summarize without sounding like a goddamn sports announcing play-by-play caller. Oil this, Huawei that, Trump…
I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because these things betray a thinking…
Following is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a divergence in the key cyclical…
Let the stock market's technicals be your guide amid the volatility. Don't let the media rattle you as this man with a playbook from the 1970s does his thing. SPX…
It has in the past been "the financial crisis", "the Euro crisis", "Greek debt", "Italian banks", "the fiscal cliff", "Brexit" and so on. Every one of those events an extension…
A very simple update. As I was planning to cover some US market shorts (cover SPY and sell the SPXS bear fund) I also looked to increase exposure elsewhere. I…
China is again in the news as its Caixin manufacturing index hits its lowest reading in 6 years. Dutifully, world markets decline by around 2% on average. Clicking the graphic…