A slightly modified version of the opening segment of this week's Notes From the Rabbit Hole, NFTRH 431... After being mostly off the grid on Friday, I listened to the…
This article was originally posted at the old, now defunct biiwii.com website. FrankenMarket Lives July 1, 2004 Introduction As we enter the summer of 2004, our markets appear to…
The number is a little below estimates, but still fine. Of course, NFP is the laggard of laggards and we've got a leader of leaders, the cyclical SEMI data, presenting…
As the dust settles I want to make a few notes about the last week and about where markets stand as of now. Our general picture has been that the…
This is a simple weekly chart we've used in NFTRH to watch the precious commodities, AKA Palladium and Platinum. Very curiously, Palladium has just broken through key resistance while Platinum…
You may get tired of me calling everything hype this and hysteria that. Hell, I get tired of me doing that. But as a market manager I have got to…
I want to give a snapshot of where various items are at now that we've had a week of upward moves in some items and downward moves in others. While…
ISM is not going to move many needles one way or the other with this report. I've highlighted the important items. New orders eased but are still in growth mode…
This is a new segment for NFTRH, as of a couple of weeks ago. The report has all along included economic and macro data but as with the 'Gold vs.'…
Seriously, the longer I do this more intolerant I become with the whole financial media/services/advice complex. Stoopid MSM headlines this morning... Dollar holds gains as investors set their watches for…
The most important ISM element is the one that improved the most in September; New Orders. Order Backlog contraction eased as well, to near even. A few notables are highlighted…
The title was not meant as a play on words in reference to Operation Twist, but now that I think about it, maybe it should be. The Post-Twist financial world…
After noting 3 recent weak economic data points (ISM manufacturing, Jobs & ISM Services) we have had a couple of firm ones in Job Openings and Jobless Claims. Such is…
On September 1 we reviewed this chart in an NFTRH update projecting a gold sector bounce due to an over sold condition, a preponderance of gold bugs talking about an…