I’ve bludgeoned you over the years about how the Semi signal in January of 2013 was the first real proof that the positive economic cycle
Tag: Economy
A Bull in a China Shop
Following is the opening segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a
Semiconductor Canaries: Chirp, Warble… Soon a Croak and Silence?
In light of earnings reactions in the Semiconductor Equipment sector, it’s time for an update of a theme we have had in play since November,
NFTRH Update; Industrial vs. Precious Metals Miners (med. priority)
Let’s take a look at the Industrial Metals Mining ETF vs. the Precious Metals Mining ETF. In other words, the miners of mostly cyclical metals
Yields, Inflation Trade and the Ongoing Boom
Yields are up, bonds down again pre-US open, per Investing.com’s graphic… This goes in line with inflationary signaling on the macro. Yesterday was an impulsive
A Routine Look at the Empire Survey Morphs Into a Mini Screed
Full report here From NY Fed: Business activity grew at a solid clip in New York State, according to firms responding to the April 2018
NFTRH; The Metallic and Semi Cyclical Indicators
Now that we have a weak jobs report in the can, the cyclical indicators inch a little further to the forefront. That is because they
“Trade War”
It has in the past been “the financial crisis”, “the Euro crisis”, “Greek debt”, “Italian banks”, “the fiscal cliff”, “Brexit” and so on. Every one
NFTRH; Stock Market Turns @ Logical Point; Detailed Update
Our short-term theme has been that the new Fed chairman’s interest rate comments and Trump’s steel tariffs uproar would be unwound with a bounce before
Bonds and Related Market Indicators
The following is an excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset
Semi Bearish?
Over the last several years, beginning in 2013 I’ve made post titles like ‘Semi Bullish‘ in response to the bullish leading edge economic cycle indicator,
Payrolls: Did Someone Say +200,000?
Ha ha ha, lucky guess per yesterday’s ‘playing it straight’ article… Click the Bloomy headline for full details… The great swami also nailed the Average
Economy and Inflation: Playing it Straight
[edit] With respect to my buzz phrases noted in the next paragraph, a wiseguy reminds me of my old target on HUI (888), AKA the
NFTRH; A Look at the Palladium/Gold Ratio for Reference w/ This Morning’s Update
In 2013 we cross-referenced the Palladium/Gold ratio with the positive Semi Equipment signals to firm the bullish economic thesis. So why not do so again