Doctor Copper Fades
The intermediate uptrend is intact but the $3/lb. area remains a holdout. So, no big "party on Garth!" macro signal at this time. It's just a boring and over worked…
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March 4, 2019
Trade War Distortions?
I have found myself writing the phrase "trade war distortions" on multiple occasions because I personally cannot see how anyone can quantify the effects of the Trump/China standoff, economically. In…
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February 27, 2019
SPX Hits Extreme Target & Recoils, VIX & GDP Now Tank
If there are any bears with enthusiasm left out there they may want to be watching the point from which SPX reached and reversed (a bit) today. The extreme target…
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February 25, 2019
Jobs Are Great! But is the Semi Canary Still Sick?
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
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February 1, 2019
Macro Tourist Outdoes Himself, Explains MMT (coming to an election near you)
I mean really, check this out from Kevin Muir. Everything You Wanted to Know About MMT (but were afraid to ask) MMT sounds to me like just another cult. In fact,…
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January 31, 2019
Counter-Cyclical Winds Blow, Gold Miners Front and Center
As the stock market cracked on October 10th we noted... Looks Who’s Holding Firm Amid the Carnage; the Gold Miners And sure enough the GDX bottoming pattern noted in that…
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January 31, 2019
Market Week Ahead
Earnings start to kick in (with Caterpillar and Apple in the spotlight) and the media are telling us all about everything under the sun as usual. Bloomberg for example... The…
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January 28, 2019
Fed Doves Take Flight…
A 'wild card' segment has been added to NFTRH reports because I wanted the freedom to go out of bounds in any direction, beyond our usual areas of disciplined coverage.…
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January 26, 2019
Semiconductor Sector (NFTRH 535 Excerpt)
As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular…
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January 21, 2019
Q: Semi Equipment Leadership; Just Ugly or Something Worse? A: It was Something Worse
I have so many charts that I use for NFTRH's Market Internals segment that I have had to start a new system, color coding the various internals indicators thusly... As…
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January 14, 2019
Amigos 1 & 2 Arrive, #3 Still Out There (as yield curve flattens)
The 3 Amigos were a blogger's way of not boring himself to death while fleshing out important macro indicators month after month. Amigo #1 (SPX/Gold ratio) got home and dropped…
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January 9, 2019
Employment Blowout
How typical. Just as everyone was getting beared up out comes the employment report featuring a blowout number of +312,000 in December (vs. an expected 188,000). Here is the blurb…
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January 4, 2019
NFTRH; Post-FOMC (high priority)
I really do think we are onto something here. The dead-eyed (that's a compliment) chief of the Fed just looked the market - and the president - in the eye…
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December 20, 2018
Watch the Damn 2 Year Yield
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 gotten ahead of itself. Here…
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November 20, 2018
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