Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
NFTRH 846 Summary US Stock Market: With the takeout of the left shoulder on SPX and the bull flag breakout on NDX, we are a plan for new highs and…
The unwitting king of contrarian investing checks in Contrarian investing is simple. When the herd thinks one thing, you think the other. There is no greater tender of the investing…
The stock market's trends are up, but a contrarian pivot point is likely on the horizon Excerpted from the January 19 edition of Notes From the Rabbit Hole, NFTRH 845…
The Fed Funds Rate is being guided down by the 3mo. T-bill yield, while the 2yr yield rises CME wiseguys are 95% sure of a .25% Fed Funds rate cut…
"Don't Fight the Fed" is a bromide you might want to ignore on this cycle This article is inspired by a headline I saw in the media while checking out…
The transition to a post-bubble macro continues making progress When the bubble makers are finally banished, when their policies are shown in the light of day (and of a rebellious…
The September 22 edition of Notes From the Rabbit Hole (#828) had some things to say about the FOMC action last week, before putting its tin foil hat back in…
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
Rosenberg recommends defensive positioning amid dis-inflationary, recessionary pressure The NFTRH theme has been disinflation and economic signals fading toward counter-cyclical. Check. Everybody's got the memo now. Even the tardy Fed…
As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
Another firm CPI number is out, to little surprise given the expected rebound in inflationary sentiment along with commodities and other inflation trades (precious metals, led by silver, on this…
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…