Notes From the Rabbit Hole

Protected: NFTRH 768

Notes From the Rabbit Hole, #768 Summary US Stock Market: While late stage rotations appear to be in play Semi & big Tech leadership held and remained intact. Bullish is…

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Notes From the Rabbit Hole

Protected: NFTRH 767

Notes From the Rabbit Hole, #767 Summary US Stock Market: Over-bullish, rotating toward the defensives (DJIA, Healthcare, Staples, etc.) and as such, exhibiting late stage behavior. In other words, it's…

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Notes From the Rabbit Hole

NFTRH 741 [edit/update added]

NFTRH 741 [edit] Regarding the 30yr yield continuum below, a subscriber inquired about how I interpret the yield and its future direction. I answered thusly... I wish I could be…

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Notes From the Rabbit Hole

NFTRH 736

NFTRH 736 Due to a holiday schedule (including a round trip to NYC and back this weekend) making demands of your letter writer, #736 and likely a few more reports…

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