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…
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…
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…
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…
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…
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…
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 risk 'on' to risk 'off',…
[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 per this NFTRH monthly chart…
It sure is not positive economic - or for that matter inflationary - signaling as Industrial Metals lose the short-term consolidation and break down on Monday and Tuesday. That also…
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 some pretty good parallels to…
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 that was not going to…
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 these things betray a thinking…
[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 not look healthy. And this…
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 status will change the dynamics…