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 the case) in my spare…
Opening Notes As advised on Sunday this week's report will be abbreviated due to travel plans and we'll be back to our regular programming next week with NFTRH 566. I…
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 have to remain private for…
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 so, to everyone's complete lack…
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 an overly negative input for…
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 coverage and strategy for US…
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 (hey wait a minute, wasn't…
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 reports have included the word…
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 least outline where we go…
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 I feel in my gut…
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 the weekend work, which is…
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 Fed to turn into a…
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 because most normal humans do…
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 today and eased back to…