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…
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…
Our doggie (Spike) back from his adventure, it was time to settle in and write a good, comprehensive report on the financial markets. So I did; 40 clear and actionable…
Another NFTRH 396 excerpt, not for publication elsewhere. It is a companion to the discussion about the Semiconductor sector and the economy as well as other economic discussion that took…
I've got to run as it's time to get ready to take out Mom, so here is the majority of the email that accompanied the report to subscribers this morning. …
What has been going on since mid-February is a burst of the 'inflation trade' as evidenced by silver's leadership in the precious metals sector. This opened the barn door for…
We talk a lot about USD, Yen, the 'inflation trade' and of course, silver. We set targets, parameters and risk profiles. We personally benefit once again from grinding out this…
HUI has, barring a spectacular reversal, cleared the most recent target of 211 and with unrelenting strength. I have added RSI to the weekly chart we have used to plot the bull market signals of 211 (door opener), 251 and 261 (confirmers). RSI is getting over bought. The implication is that when a correction comes it is going to be an extended affair unlike the sideways to down consolidation and small bull flag pullbacks to date.
We talk a lot about FOMC stuff, inflation stuff and silver stuff. At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…
#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…
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…
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…
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…
USD-JPY is the most interesting as it broke its uptrend and remains in that mode. Apparently, USD is no longer the main risk 'off' liquidity currency; Yen is. USD-EUR is…
It's another week further into the macro backdrop that we have worked hard to anticipate for a long while now. Anticipation is one (sometimes frustrating) thing, but 'actionable' is quite…