I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
I hate to be swayed by a man's jawbone, but you will recall that last spring said jawbone did a lot of damage and launched a bear market. So I…
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…