I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…
We have been talking about the reasons that the next phase in the markets could be an inflationary one…
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…
[edit] Yikes... a blogger's worst nightmare. I had 'Dallas Fed' on the brain due to publishing a post by former Dallas Fed associate Danielle DiMartino Booth at Biiwii and mistakenly…
[edit] Please see a new post with more perspective on a would-be 'inflation trade' and its limitations. The following excerpt is the opening segment from this week's edition of Notes…
45 pages and not nearly as difficult to get through as that sounds. Things seem very clear to me about what is going on with the macro backdrop. The May…
Factory orders came in okay, joining a pretty good ISM (manufacturing) the other day while ISM (services) eased in May. Could we be seeing a phase change, where old fashioned…
Well, talk about crosscurrents. Job growth really took a hit. The services stuff is still creating the jobs but the whole lagging mess dropped off in May (with unemployment actually…
A fairly level ISM RoB for May. I've highlighted a couple notables. New orders are healthy and price creep is in effect, which would dovetail with our would-be Semiconductor related…
Following is the opening segment from the May 29 edition of Notes From the Rabbit Hole, NFTRH 397: If we are going to highlight improving fundamentals, which we did as…
Our doggie (Spike) back from his adventure, it was time to settle in and write a good, comprehensive report on the financial markets. So I did; 40 clear and actionable…
Any questions? SEMI's April Book-to-Bill... Very much in line with the AMAT quarterly Chirp, SEMI notes 3D NAND as a driver, along with China. The implications, folks, are going to…
Another NFTRH 396 excerpt, not for publication elsewhere. It is a companion to the discussion about the Semiconductor sector and the economy as well as other economic discussion that took…