NFTRH 329 Out Now
How to promo... how to promo? NFTRH 329 took a hard look at the realities of what happened last week and despite an end of week reversal (below SPX key…
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February 8, 2015
December Machine Tool Data, Not Good
I have been awaiting the December Machine Tool sales data from EDA, assuming we'd get another year-end ramp up (especially with IMTS this past September), like clockwork. Well, the clock…
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February 5, 2015
Canary’s Alive & Well
Excerpted from this week's Notes From the Rabbit Hole (NFTRH 327), a 35 page report covering economic data and indicators, US and global stock markets, commodities and clear technical and…
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January 26, 2015
Bottom Line Thoughts on the Gold Sector
As posted at Biiwii... Improving Macro Backdrop In light of a shifting global macro backdrop that we can finally sink our teeth into with respect to a bullish orientation on…
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January 19, 2015
NFTRH 326 Out Now
There is a lot happening across global financial markets. We go in depth into US stocks, review global stocks, make sharp points about commodities, cover macro indicators in depth and…
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January 18, 2015
Yield Curve, etc. Today
The 10 to 5 to 2 year spread is indicative of market upset, obviously. Here is the up to the minute view of 30 year vs. 5 year yields, with…
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January 14, 2015
‘Jobs’ +252,000 in December
+252,000 vs. 230,000 expected and unemployment drops to 5.6%. From BLS (full report here): Total nonfarm payroll employment rose by 252,000 in December, and the unemployment rate declined to 5.6…
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January 9, 2015
NFTRH 324 Out Now
First report of 2015 and it seems to be well grounded and on plan. This one helped me personally to qualify and quantify my views as to where I think…
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January 4, 2015
December ISM (PMI @ 55%)
I have highlighted the more relevant items with green being positive and red not so much. Not a bad report, but there is slight deceleration in the workings of this…
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January 2, 2015
US Crude Oil Production
This is a striking view of the increased oil production in the US since the 2008 financial crisis. This is a view of Texas employment in Oil and Gas extraction…
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December 31, 2014
Machine Tool Sales Fade in November
It is not that big a big deal since December is the month when the rubber usually meets the road for last minute tax season buyers of high end machine…
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December 30, 2014
Semiconductor Equipment Sector Update
NFTRH 322 covered the usual range of markets, from US to global stocks to precious metals and commodities to currencies and indicators. It also included an extended economic discussion about…
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December 26, 2014
NFTRH; Semi Sector & Stock Market
Semiconductor Equipment Book-to-Bill The Semiconductor Equipment book-to-bill ratio for November is out and it improved per the table below. I will work the data into a graph similar to the…
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December 19, 2014
Here Comes the Year-End Bump
And I don't mean in stocks, although a possible ramp job (ref. Semi and Bio momentum) has been part of the plan there as well. NFTRH first introduced the Machine…
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December 5, 2014