Full report here From NY Fed: Business activity grew at a solid clip in New York State, according to firms responding to the April 2018 Empire State Manufacturing Survey. The…
Now that we have a weak jobs report in the can, the cyclical indicators inch a little further to the forefront. That is because they are early indicators and items…
It has in the past been "the financial crisis", "the Euro crisis", "Greek debt", "Italian banks", "the fiscal cliff", "Brexit" and so on. Every one of those events an extension…
Our short-term theme has been that the new Fed chairman's interest rate comments and Trump's steel tariffs uproar would be unwound with a bounce before the market shows its cards,…
The following is an excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class 'throw-in' but instead are…
Over the last several years, beginning in 2013 I've made post titles like 'Semi Bullish' in response to the bullish leading edge economic cycle indicator, the Semiconductor Equipment sector and…
Ha ha ha, lucky guess per yesterday's 'playing it straight' article... Click the Bloomy headline for full details... The great swami also nailed the Average Hourly Earnings at in essence,…
[edit] With respect to my buzz phrases noted in the next paragraph, a wiseguy reminds me of my old target on HUI (888), AKA the "3 Snowmen". Wouldn't want to…
In 2013 we cross-referenced the Palladium/Gold ratio with the positive Semi Equipment signals to firm the bullish economic thesis. So why not do so again in 2018? If it worked…
Semi Sector Let's begin at the beginning, with our Semi Equipment indicators. Again, for the many folks who were not with us in January of 2013, we recall that month…
The major caveat being that the Baltic Dry Index is a calculation, not a readily TA-able index. But the calculation of shipping rates has been dropping for a few weeks…
Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector, which is an economic cyclical leader itself. That month we noted…
The beauty of my alternate website is that it is just that, an alternate website where as much or as little can be posted as I want, without ads or…
As an email from Bespoke entitled "Cyclical Indicators Soar" hits my inbox, I thought I'd update a cyclical indicator of another kind. You know, the friggin' cyclical indicator that preceded…