Notes From the Rabbit Hole, #870
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
NFTRH 869 Happy Trader's Happy Sentiment I keep hitting you over the head with this shtick because I find it funny and because I find it useful, not as a…
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up You could call them "inflation trades", but the post-2021 phase and…
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
The commodity rally, such as it has been so far, should take on a new intensity, possibly after a summer cool-down Below I present for you one of those charts…
Not only is the Sprott Uranium holder (SRUUF) attempting a break out, but it's recoiling to test the breakout area as would-be support [edit] Longer-term chart added to show clear…
NFTRH 867 Bananas While the little guy was doing that most American of things on Saturday... The big guy festooned Washington in a celebration of the military in a way…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
NFTRH 865 Emotional Wax On/Wax Off That is what Trump, Bessent and now the idiot Sec-Def are creating. Emotion and volatility, economically through the tariff regime and geopolitically through sabre…
NFTRH 864 Admin Hammer and I talked about NFTRH++ and mutually decided that it should simply be a new aspect of NFTRH, not a higher for-pay tier of service. In…
NFTRH 863 Admin I put a short note in the Daily Notes asking for feedback on the NFTRH service at Google Reviews. Thank you so much to those who noticed…
An "inflation trade" is possible, but take heed of its shelf life With the tariff/trade war drums fading lately, the logical conclusion is "inflation trade upcoming!" and cyclical markets -…
NFTRH 862 NFTRH++ Coming Soon Picture a guy with a little cap with a propeller on his head. A propeller that would spin every time he saw an attractive looking…
NFTRH 861 On Plan The plan included a renewal of spirits in an extremely over-bearish market environment and an associated bear market rally (BMR) in stocks. Since the gold stock…