Commodities

Notes From the Rabbit Hole
NFTRH

NFTRH 777

Notes From the Rabbit Hole, #777 Summary US Stock Market: SPX still messing with the 4300 area decision point. Leadership (Semi & Tech) is battered but intact, while internal breadth…

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October 1, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 775

Notes From the Rabbit Hole, #775 Summary US Stock Market: Indexes played the take/fail the SMA 50 game last week. Friday was Op/Ex, so of course it unraveled the good…

1 Comment
September 17, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 774

Notes From the Rabbit Hole, #774 Summary US Stock Market: SPX and most US indexes lose the SMA 50 once again. I've seen enough now to way station in increasingly…

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September 10, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 773

Notes From the Rabbit Hole, #773 Summary US Stock Market: Slightly favored view became a reality as SPX and most indexes took back the 50 day moving averages. Thus, the…

4 Comments
September 3, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 772

Notes From the Rabbit Hole, #772 Summary US Stock Market: Slightly favoring a view that stocks take out the 50 day averages and resume the rally after a summer correction…

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August 27, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 771

Notes From the Rabbit Hole, #771 Summary US Stock Market: Correction continued, took out 50 day averages and Semi & Tech continue to abdicate leadership. With oversold moves in deep…

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August 20, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 770

Notes From the Rabbit Hole, #770 Summary US Stock Market: Semi & Tech finally give signals about abdicating leadership. The market is rotating into other areas (e.g. Healthcare, Energy) and…

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August 13, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 769

Notes From the Rabbit Hole, #769 Summary US Stock Market (as per last week): While late stage rotations appear to be in play Semi & big Tech leadership held and…

1 Comment
August 6, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 768

Notes From the Rabbit Hole, #768 Summary US Stock Market: While late stage rotations appear to be in play Semi & big Tech leadership held and remained intact. Bullish is…

1 Comment
July 30, 2023
commodities and 30 year treasury yield
Bonds / Commodities / Public

Commodities and the 30 Year Treasury Yield

Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…

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July 25, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 767

Notes From the Rabbit Hole, #767 Summary US Stock Market: Over-bullish, rotating toward the defensives (DJIA, Healthcare, Staples, etc.) and as such, exhibiting late stage behavior. In other words, it's…

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July 23, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 766

Notes From the Rabbit Hole, #766 NFTRH 766 will be more conversational, focused more on certain details and focused less on the normal structure of US and global stock markets,…

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July 16, 2023
Notes From the Rabbit Hole
NFTRH

NFTRH 765

Notes From the Rabbit Hole, #765 Summary US Stock Market: Small (i.e. short-term) double tops in SPX and NDX? I shorted based on the daily chart technicals. But the larger…

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July 9, 2023