A year ago almost to the day we began tracking a 'Macrocosmic' theme that would eventually see gold bottom and rise vs. stocks and bonds in 2016, joining its bullish…
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.
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,…
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.
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…
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…
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…
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. …
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…
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
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…
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…
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…
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.