On July 18th we had an NFTRH update (still pw protected) discussing the Semiconductor sector and secondarily, its implications for the gold sector. Those implications
Tag: Economy
The Good Ship Lollypop Will Continue Sailing on a Sea of Debt
On the good ship Lollipop Its a nice trip, In to bed you hop, And dream away, On the good ship Lollipop –Shirley Temple And
Bear Case Trumped?
In hindsight we could have expected it. Set our watch by it. Putting aside the fact that the Mexico tariff threat never should have been
The Next Semi Upturn and Thoughts on Gold
Excerpted below is the Opening Notes segment from this week’s Notes From the Rabbit Hole, NFTRH 555. The report followed up this opening with extensive
May Payrolls… Ruh Roh, +75K
You can get the full BLS report by clicking the graphic… Here is the monthly breakdown. As usual for the Good Ship Lollypop’s consumerist economy
Payrolls +196k, A Goldilocks Report
The headline says it all (tap for the MarketWatch story)… Full report here at BLS… And here is the graphical breakdown. The last few NFTRH
NFTRH 545 Out Now
As usual I point you to the bullet points below, which barely even scratch the surface of the surface of the story but which at
Palladium, PALL/Gold Ratio, SPX and the Gold Sector
Okay, now I am getting geeked out. One of the most fun and rare times in what I do is when something big happens that
Time for a Turn?
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
Doctor Copper’s Bitter Medicine Today
So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the
Just Another Boring Dr. Copper Post
But then, managing the macro markets on a daily basis can be drudgery, can’t it? It’s a good thing I get off on this stuff
NFTRH; Cyclical vs. Counter-Cyclical, Inflation vs. Disinflation Very Much Up in the Air
Well here we are not only with the US market back to the equivalent of the SPX 2815 target area (hit a high of 2821
Doctor Copper Fades
The intermediate uptrend is intact but the $3/lb. area remains a holdout. So, no big “party on Garth!” macro signal at this time. It’s just
Trade War Distortions?
I have found myself writing the phrase “trade war distortions” on multiple occasions because I personally cannot see how anyone can quantify the effects of