NFTRH 391 Out Now
This week we abbreviated to a review of limit and/or trend change points in several markets, further discussion of inflation and what needs to be in place to call an…
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April 17, 2016
NFTRH; Extensive Update of Precious Metals, Stocks and Commodities
Note: A reminder that I will mostly be away from the markets on Thursday and Friday. This update is an extensive review of where markets stand now. We will update the situation on Sunday with an abbreviated NFTRH 391.
Precious Metals
HUI made it to the resistance line and the projected zone of 202 to 211 off the consolidation triangle (ref. daily chart reviewed in this update last week). From the ‘bottom line’ of that update: “Watch the gold miners. A breakout (on a weekly close) here would signal a new leg to an initial target of 211.”
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April 14, 2016
NFTRH; A ‘Look-Ahead’ at Investments for a Weak Dollar
A look-ahead to some of the US and global markets and sectors that would benefit from a weaker dollar, which is the theme shaping up on the macro as the Fed backs away from support of the currency and joins the global currency Whack-a-Mole game. Obviously, that which has suffered disproportionately under a strong dollar regime would benefit if/as it weakens.
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March 31, 2016
At the Gateway to a New Phase
The market, despite weakening corporate profits and several other headwinds, has decided it liked what it heard from the Inflator in Chief yesterday as it has scored the game Janet Yellen 2, Hawks in Drag 1 and US dollar 0. Is it a final score? I am not sure how our hawkish transvestites can be taken seriously now.
But with a market running on the black boxes of a million quants, large and small, who knows what will happen the next time some clown decides to eat a microphone and dispense dissonance into a situation that Yellen seems very clear on; as my late friend Jonathan Auerbach once famously said (it was famous to me anyway) as we prepared for the post-2008 inflation phase, “it’s inflation all the way baby!”
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March 30, 2016
NFTRH; Post-Yellen
Today I did something I rarely do and listened to nearly the entire Yellen speech. The reason I usually don’t listen to these things is because I don’t want to get caught in a mental whipsaw if markets start reacting to the jawbone du jour. But considering that in March alone the FOMC meeting (ultra dovish) and the subsequent clown show (hawks in drag paraded out just a week later) I felt that I needed some signals from Yellen.
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March 29, 2016
NFTRH 388 Out Now
NFTRH 388 was sent to subscribers earlier today. A sensible plan seems to be coming into place about when to expect a more sustainable 'inflation trade' with the USD in…
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March 27, 2016
NFTRH 387 Out Now
No time for a promo today. A good report, and a lot of editorial commenting to boot (incl. the coolest old clown car you'll ever see!). Subscribe to NFTRH Premium…
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March 20, 2016
NFTRH 386 Out Now
#386 slims down to a focused 22 pages from #385's bulbous 49 pages. There is no need for more volume because all plans are intact, markets are within existing parameters…
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March 13, 2016
Oil & Copper Are Trend Down
There is a lot of hype regenerating in the commodity/resources/hard assets patch. 'Core CPI is elevating and the Fed is behind the curve!' goes the pitch. Well maybe, but the…
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March 9, 2016
NFTRH; Multi Market Update
Stock Markets
US stock markets probed a bit further into the resistance (and if current analysis is correct, topping) zone equivalent to SPX 2000-2030 yesterday, closing at a new recovery high.
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March 8, 2016
NFTRH 385 Out Now
A whopping 49 pages and not nearly as difficult to digest as that sounds. Lots of charts and graphics populate what I think is a very cohesive report managing multiple…
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March 6, 2016
NFTRH 384 Out Now
Just another in a continuum of reports that have been in line with a macro theme seeing a loss of momentum in the US stock market and potential bottoming in…
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February 28, 2016
Various Markets; Weekly Views
It occurs to me that in public writing I tend to bludgeon people with macro fundamentals (like gold vs. positively correlated markets, yield relationships and even confidence in global policy…
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February 19, 2016
NFTRH 380 Out Now
We have been on the bounce scenario and speaking as a bear on the intermediate trend, I say thank you Mr. Kuroda. Everything, including clear as day analysis on the…
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January 31, 2016
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