All Fixed?
One indicator at least says move along folks, nothing to see here. Palladium vs. gold, which was used as a gauge of coming economic strength in early 2013 had recently…
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November 3, 2014
Economic Snapshot
Excerpted from this week's Notes From the Rabbit Hole, NFTRH 314: Our view has been that a stronger US dollar would eventually start to eat away at corporate results, especially…
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October 27, 2014
Negative Feedback
Here is some feedback a republished post of mine (Market Summary; Saturday Morning Cartoons) got at a leading gold website from a reader. "The other support has been the very…
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October 18, 2014
NFTRH; Semi Industry Direct Info
Reference back to January of 2013. In an NFTRH update we talked about a contact of mine who supplies the equipment sector of the Semiconductor industry, who advised that the industry was on a “ramp up”. The equipment companies are the likes of AMAT, MKSI and LRCX who gear up for Semiconductor Fab cycles.
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October 10, 2014
Is Gary Shilling?
Sorry, I could not resist the title. Gary Shilling, an economist whose name I have heard over the years, has quite a body of work often revolving around Fed policy, GDP and deflation. The reason I looked into Mr. Shilling is an email from an NFTRH subscriber linking his thoughts on a coming boom…
The Boom is Coming, and Sooner Than You Think (July 18, 2014)
Okay, an economist and Bloomberg columnist thinks this is a boom (actually it is; we are after all in the age of Inflation onDemand © and a Boom/Bust cycle; currently in a cyclical boom concentrated in stocks). Let’s see what he thinks…
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July 31, 2014
Market Indicators in a Transformed System
We have used the 'continuum' (monthly chart of the 30 year yield) for years now to define tops in inflation expectations (red arrows at or around the EMA 100) and…
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August 5, 2013
Hand Off to a New Fed Chair is Well Timed
It is as notable as a 2nd term president handing off the big problems to the next guy, as George Bush did with Barack Obama in 2008; the changing of…
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July 28, 2013
Rates of Interest
[edit] Formatting errors have been corrected from an original version posted earlier. The following is excerpted from this week's Notes From the Rabbit Hole, NFTRH 247: As the 10-year to…
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July 15, 2013
A ‘Carry Trade’ Returns?
As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know? The…
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June 3, 2013
Young FrankenMarket Lives
Excerpted from Notes From the Rabbit Hole #237: Young FrankenMarket Lives In failing to take a “healthy” correction to the equivalent of SPX 1350 to 1450 from the upside target…
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May 7, 2013
Gold Ratios – An Update
Current gold ratio setups, a real world view of ratio analysis 'White Paper' As the Cyprus drama and other macro events play out and distort normal macro economic signals to…
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March 22, 2013
NFTRH Interim Update 3.14.13, Market Update
Precious Metals (Negative) Bearish Engulfing candles aplenty yesterday ('BE' is only a very short-term bearish candle, with implications over the next 1-3 days at most) Lack of bullish follow-through from…
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March 14, 2013
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