I have found myself writing the phrase “trade war distortions” on multiple occasions because I personally cannot see how anyone can quantify the effects of
Tag: emerging markets
Macro Tourist w/ a Nice Write Up About EM & USD
See Kevin Muir‘s… Emerging Market Contagion I am far from a currency expert and so reading this article helped put some definition to the hazy
Key Juncture for EM
I have no position in anything even remotely resembling EM right now, but I thought this daily chart of EEM was pretty interesting. EM’s hope
NFTRH+; Emerging Markets at Target…
The title is purposely left vague for public viewing. With all due respect for my often-repeated refrain that targets are not stop signs, I thought
NFTRH+ (public) Emerging Income (TEI) Sold
Again, free site readers please take no offense. It’s a dual subscriber update/NFTRH promo. I simply do not think that my actual buys and sells
Emerging & Asia Bull Markets?
Welcome to yet another new look for nftrh.com. I like the crisp, clean look of the thing and hope you do too. I actually changed
NFTRH+; Emerging Markets
This ‘+’ update is sent to the entire subscriber base as it is a macro related subject that is reviewed each week in NFTRH. FYI,
NFTRH+; Emerging Markets ‘Income’
We have been talking about more dynamic items like the Semi equipment stocks lately, but here is another subject that may have a place in
vs. SPY
I created the title and then had a flashback to Spy vs. Spy… :-) Anyway, here are some daily charts of other items vs. SPY.
NFTRH; A ‘Look-Ahead’ at Investments for a Weak Dollar
A look-ahead to some of the US and global markets and sectors that would benefit from a weaker dollar, which is the theme shaping up
NFTRH; EEM/SPY Ratio Begs a Re-Think
As you may know, I have been bearish the Emerging Markets due to the big picture monthly chart breakdown by the MSCI EM index and
NFTRH; Multi-Market Update (US, Euro & EM Stocks, Gold, Silver, Miners & Crude Oil)
Yesterday we planned out the first short-term target on SPX as the area surrounding 2060, which had been bounce resistance in October and is so
A Bearish Look at the EM’s Using Daily and Weekly Charts
I am not going to pretend to have played this well so far. I have not. Since identifying the bearish pattern on the weekly chart
NFTRH+; Anti-USD Plays
The Emerging Markets (EM) have been weak over the last month as the USD made a recovery rally. Today USD index is making a drop