Several weeks ago NFTRH added a Global Market Internals segment to go with its US Market Internals views. The latter is actually more comprehensive as it not only compares US…
One of the charts from NFTRH's Market Internals segment keeps track of several global markets in relation to the US SPX (SPY). While some of these are constructive nominally, the…
As part of NFTRH's Market Internals segment, we review the status of global markets vs. the S&P 500, just to see who's shaping up nicely and who isn't on a…
US Stock Market: Trend is bullish, but other than the big display in the Semis last week and a bullish looking Tranny, most items remain below the key parameter we…
To little surprise FOMC rolled over again, uttering a few words about inflation being below target and riding off into the sunset until September 21. Now there is a vacuum, policy wise, in which the market can operate. I am sure that if/as the economy continues to firm or inflation signals start to manifest the usual jawbones will hit the microphone circuit, admonishing us that they stand guard, but the market seems to be marginalizing these policy making clowns where even just a year ago it was still entranced by them.
The Semiconductor Equipment book-to-bill ratio for June came out last night and it remains solid. While bookings eased a bit they remained elevated and billings were the highest since 2011. So the question of whether this earnings season should be solid for Semi Equipment companies is answered; it should be because the April-June quarter was significantly better than Q1.
This week we chop 20 pages off of what had been the norm with the word density per chart/graphic much higher than usual. A couple items needed to be discussed…
I'll skip the promo in favor of maybe releasing #403's slightly weird opening segment later on. It's time to not only have your thinking caps on, but also your tin…
45 pages and not nearly as difficult to get through as that sounds. Things seem very clear to me about what is going on with the macro backdrop. The May…
Our doggie (Spike) back from his adventure, it was time to settle in and write a good, comprehensive report on the financial markets. So I did; 40 clear and actionable…
41 pages to make a few simple points? Well yes, a few simple, yet critical points and a whole lot of other perspective and updating of the whole global financial…
A whopping 49 pages and not nearly as difficult to digest as that sounds. Lots of charts and graphics populate what I think is a very cohesive report managing multiple…
It's another week further into the macro backdrop that we have worked hard to anticipate for a long while now. Anticipation is one (sometimes frustrating) thing, but 'actionable' is quite…
We have been on the bounce scenario and speaking as a bear on the intermediate trend, I say thank you Mr. Kuroda. Everything, including clear as day analysis on the…