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 (SOX/NDX) and the back end…

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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 yield, monthly chart) still resides…

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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 actual weekly work... It's a…

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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 situation is flat-lining. You can…

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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 former sector of the economy.…

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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 truth is that 2019's learning…

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NFTRH Interim Report

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…

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Semi Bullish

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…

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Bear Case Trumped?

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…

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May Payrolls… Ruh Roh, +75K

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…

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Payrolls +196k, A Goldilocks Report

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…

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