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…
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 no surprise to anyone. It's…
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 that is so readily obvious…
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 divergence in the key cyclical…