We have had several indicators swinging bearish but a big holdout has been the 2 year Treasury yield’s signal that the Fed had not yet
Tag: Economy
Slowly We Turn… Gold vs.
Let’s take an in-day snapshot of gold vs. several key competitors (for your investment dollars/euros/yen, etc.) and check the progress in turning the macro from
Cyclical Commodities Continue to Weaken, Gold Moves in Relation
[edit] Also see this post on inflation/deflation excerpted from NFTRH 525, hot off the presses. Crude Oil and Industrial Metals continue downward. This is significant
Industrial Metals Breaking Down Again
It sure is not positive economic – or for that matter inflationary – signaling as Industrial Metals lose the short-term consolidation and break down on
Felder Report – DotCom Deja Vu
I get a little uncomfortable piling on to the case that is so obviously on display right now; the bearish one. But Jesse Felder draws
SPX/Gold, 30yr Yields & Yield Curve – Amigos 1, 2 & 3 Updated
We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase
Macro Tourist on US/China
I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because
Homies & Real Estate: Does This Look Healthy?
[edit] As if on cue, out comes Anthony B. Sanders with… US Housing Starts Plunge Under Rising Interest Rates I agree with you, this does
Yield Curve Status
The flattening yield curve has attended the boom in the US economy and the bull in the US stock market. A change in the flattening
Strong Manufacturing & Strong Employment = ?
Strong economy! Okay, now that we have that out of the way the futures reversed this morning on the jobs report that should have been
About the Semiconductor Sector
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
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