NFTRH 755
Notes From the Rabbit Hole #755 Summary of NFTRH 755 and the macro situation leading up to it US Stock Market The Q4>Q1>Q2 rally drags on. There continue to be…
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April 30, 2023
NFTRH 751
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…
April 2, 2023
NFTRH 750
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…
March 26, 2023
Neat little bear flag in DBC; inflation trades need not apply
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…
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March 22, 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
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…
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March 17, 2023
NFTRH+; review of the longer-term market situation & detailed short-term parameters reviewed (important stuff, according to this nerded out geek)
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…
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March 7, 2023
NFTRH 747
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…
March 5, 2023
NFTRH+; Pre-market
Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…
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February 23, 2023
Inflation & Commodities (NFTRH 745 excerpt)
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
February 19, 2023
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