The charts are super interesting to look at. How quickly things turn, as if on a dime. 2018 featured a break above the Continuum's limiter and folks, you and I…
Just one look at the daily chart of SPX tells us - in hindsight - that this may have all been about gap acquisition. I was completely right and righteous…
Just a post to touch base with the most important market on earth, the US bond market which, along with a lot of other indicators (like for one example, Copper's…
This is the opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I've done the weekend work, which is…
I was going to look around to see if I could find a media article out there (complete with a TA trying to sound really important) that would be appropriate…
The update about the Baltic Dry index (BDI) brought about a couple of responses from learned subscribers. Subscriber A noted that a lot of shipping activity is happening ahead of…
The title's quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global investment. "It's inflation all the…
A chart by Callum Thomas showing projected credit growth based on easing credit standards is in line with a boom, and an inflationary one at that. See Credit Growth About…
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
The following is excerpted from NFTRH 496's US & Global Market Indicators & Internals segment. It took on a life of its own, considering what you see below is not…
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological views and thus, bias. #491…
Gold Sector We covered HUI's status in yesterday afternoon's update. The sector usually ends corrections (it has been in one long, corrective consolidation since 2016) with a shakeout, and these…
I try to have a lot of different ways of looking at the macro backdrop because if enough of them imply the same thing then a strong probabilities-based thesis can…
The inflationary theme for the first half of 2018 is getting off to a good start. Well, it has actually been going for a while now, but Day 1, 2018…