[edit] As with all these posts that include politics this one seems to have stirred something up that I did not intend. If you think
Tag: Economy
Mises Goes Mainstream, Calls Bull
I don’t mind telling you that I tend to tune everybody out in favor of the market. That includes mainstream Wall Street types, perma-bulls, perma-bears,
Payrolls +266k, the Details…
You can click this graphic for the detailed November Payrolls report from BLS. Here is where the heavy lifting came from. There is the usual
ISM Continues to Fade
Here is the full ISM Report on Business if you’d like to check it out. Here are the concerning items I’ve marked up… Here are
Today vs. 2012; Different This Time for Gold
Gold bugs will remember 2012 as the last year of hope that gold was still in its bull cycle as it managed to hold key
Philly Fed Bumps Up, With a Cost-Push Inflation Hint
It’s just one region, but the Philly Fed’s Manufacturing survey bumped up in its most recent reading. The thing I find most interesting is the
Semi Sector Leads, Laggards Lag
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads
Semiconductor Leadership Has 1 Year Birthday
NFTRH has tracked the intact leadership chain for the US stock market for all of 2019 and indeed since Q4 2018, with the front end
Updated Inflation/Reflation Pictures
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view… The Continuum (30yr bond
It’s a Pig
A little biased, non-analytical editorializing from the intro to this week’s edition of Notes From the Rabbit Hole, NFTRH 573, before we got into the
Jobs +136,000 as the Good Ship Lollipop Sails On
According to those seers who are paid to usually be wrong, NFP would show +145,000 jobs after a fairly weak 130,000 last month. The employment
ISM Breakdown
I guess the post’s title could be taken a couple of different ways. But let’s play it straight and break down the report from my
Market Management 101: Balance
I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The
Don’t Let Them Bug You
While away in NYC this weekend attending the parents’ part of orientation at my daughter’s new school I had the time and inclination (not usually