Commodities

alice
NFTRH Interim Updates

Post-FOMC Market Update, Precious Metals, Stock Markets & Commodities

To little surprise FOMC rolled over again, uttering a few words about inflation being below target and riding off into the sunset until September 21.  Now there is a vacuum, policy wise, in which the market can operate.  I am sure that if/as the economy continues to firm or inflation signals start to manifest the usual jawbones will hit the microphone circuit, admonishing us that they stand guard, but the market seems to be marginalizing these policy making clowns where even just a year ago it was still entranced by them.

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July 28, 2016
NFTRH

NFTRH 405 Out Now

A funny thing happened on the journey through this week's sentiment analysis.  First, the Semi sector, which as I recall we were among the few to be publicly bullish on,…

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July 24, 2016
alice
NFTRH Interim Updates

Detailed Multi Market Update

The Semiconductor Equipment book-to-bill ratio for June came out last night and it remains solid.  While bookings eased a bit they remained elevated and billings were the highest since 2011.  So the question of whether this earnings season should be solid for Semi Equipment companies is answered; it should be because the April-June quarter was significantly better than Q1.

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July 22, 2016
Market Indicators

Gold vs. Commodities

The signals of gold vs. other assets and markets have become so important to financial markets over the last year (hello Macrocosm, July 27 2015) that I have created a…

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July 20, 2016
Currencies

Uncle Buck Updated

Daily USD climbed out of a downtrend channel, put MACD and RSI positive, created and held a support level and now has risen above the SMA 200. The weekly is…

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July 20, 2016
NFTRH

NFTRH 403 Out Now

I'll skip the promo in favor of maybe releasing #403's slightly weird opening segment later on.  It's time to not only have your thinking caps on, but also your tin…

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July 10, 2016
Commodities

Crude Oil Looking Gross

This pattern in USO is not at all pleasing.  Interestingly, it comes just as the 'Golden Cross!' (of the 50 MA above the 200) hype was about to rev up. …

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July 5, 2016
NFTRH

NFTRH 402 Out Now

Last week this site got semi hysterical about inflation because a new signal came about in the relationship of silver to gold.  This was added to 'push' inflation that we…

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July 3, 2016
NFTRH

NFTRH 401 Out Now

Actually, it went out several hours ago but I'm just getting to the promo now. Sentiment is setting up for stocks and against safe havens, which means on a contrarian…

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June 26, 2016
NFTRH

NFTRH 399 Out Now

The gold sector's fundamental backdrop improved with gold vs. stock markets holding up trend parameters.  But the majority may see dollar weakness as a key to the sector's fundamentals.  These…

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June 12, 2016
Inflation & Deflation

Did Someone Say Inflation?

Well yes, we've been saying the word "inflation" a lot lately.  Especially as part of the term "inflation trade". Post-Jobs "What does it mean?  Well for one thing, the Fed…

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June 8, 2016
alice
NFTRH Interim Updates

NFTRH; Detailed Market Update

I want to preface by repeating that we are all different investors and traders with different means, methods and objectives.  NFTRH is not a service that tries to instruct about what is best for others because I do not know the detailed situations of others.  So the mode is to interpret the markets as best as possible from a fundamental and technical view, and also show what I, a lowly individual market participant, am doing with my own funds per my own unique situation.

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June 7, 2016
NFTRH

NFTRH 398 Out Now

45 pages and not nearly as difficult to get through as that sounds.  Things seem very clear to me about what is going on with the macro backdrop.  The May…

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June 5, 2016