Just a quick note in light of my orientation as a visual learner and economy/market data nerd. Floating Path has been added to the limited list of high quality analytical…
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole... Since the Trump victory we have heard all about the coming fiscal policies…
Of course, the main market-moving event is scheduled for this weekend, and Kevin Muir has some good thoughts on it, with players all but discounting Le Pen. But here in…
This week's Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities, precious metals, bonds, currencies and…
In reading this article by Mike Shedlock debunking the 'NAFTA is bad for the US' theme, I had to laugh. Mish goes at it from a million different angles but…
In the weekend report we noted that the SEMI Equipment book-to-bill data release was due on the 24th. The report is out and it is, regrettably, the last one they…
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…