Excerpted from the June 25 edition of Notes From the Rabbit Hole, which also included comprehensive analysis of US and global stock markets, commodities, precious
Tag: Economy
It’s Not Just Biotech or Medical Devices, it’s the Whole Sector
The Healthcare SPDR, XLV is going up, joining the early moving IHI (like Semi in early 2016, I’ve felt like a lone voice extolling Medical
NFTRH; Post-CPI, Retail & Pre-FOMC
Well, the Fed’s rate hike was all but a given until this morning’s data dump, tamping down inflation expectations even further. CPI continues to wane
Floating Path Added to Biiwii
Just a quick note in light of my orientation as a visual learner and economy/market data nerd. Floating Path has been added to the limited
Tax Reform and the ‘Repatriation’ Trade
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole… Since the Trump victory we have heard all
Payrolls +211,000; Details & Words to Follow…
Of course, the main market-moving event is scheduled for this weekend, and Kevin Muir has some good thoughts on it, with players all but discounting
The U.S. Economy, Post-Payrolls & Pre-FOMC
This week’s Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities,
NAFTA Hurting the US? Really?
In reading this article by Mike Shedlock debunking the ‘NAFTA is bad for the US’ theme, I had to laugh. Mish goes at it from
NFTRH; A Massive Boom in One Key Segment, Plus Market Notes and Stock Discussion
In the weekend report we noted that the SEMI Equipment book-to-bill data release was due on the 24th. The report is out and it is,
“Protection will lead to great prosperity”
A slightly modified version of the opening segment of this week’s Notes From the Rabbit Hole, NFTRH 431… After being mostly off the grid on
FrankenMarket Lives (2004)
I am posting this article written pre-NFTRH, in 2004 (but since destroyed on the server when I accidentally blew up Biiwii.com‘s database last year). This
November Payrolls @ +178,000
The number is a little below estimates, but still fine. Of course, NFP is the laggard of laggards and we’ve got a leader of leaders,
