We are now into H2 2019. It’s amazing how time flies. The Semi industry has been targeting H2 2019 for a bottom and/or upturn, and
Tag: gold sector
US Dollar Finally Bottoming?
So it would appear. Much like with the contrary (bullish) view on Treasury bonds (negative view on yields) last December to March, I’ve been nursing
NFTRH Update; Gold Sector Parameters and Discussion
The gold sector is acting the way we’d want to a counter-cyclical sector to be acting with US and global markets throwing a fit over
NFTRH; Stock Market vs. Gold Sector
With stocks starting the week and a new month under pressure our analysis holding open resumed correction potential is so far looking good. But on
NFTRH Update; and ISM ‘Services’ Makes Three in the Gold Sector’s Favor
Note for traders: HUI is hitting the bounce target range, but economic data has improved the sector’s fundamentals. Last week we got a double dose
NFTRH; Stock Market and Gold Sector incl. More CoT Discussion
Stock Market SPX is back below the key short-term resistance line and the 50 day EMA and SMA. We are back on watch for the
NFTRH; Market Update on US Indexes and a Word on the Gold Sector
Another quick snapshot of the US market. It was a perfect hit of the channel bottoms and support levels. While I remain intermediate-term bearish the
The Day After Today [edit added]
[edit] Enter the Draghi… sorry for my naivete. I was out most of the day and for the life of me could not figure out
NFTRH Update; Gold Sector & Macro Fundamentals Taking a Step Backwards
Folks, you know I am not a sponsor of any of this stuff. I am a robot that needs to tell you what I see
NFTRH Update; Additional Thoughts on USD and Gold
Based on two emails received and on my own long-held (and expressed) view that a real bull market in the gold sector can and probably
A Beneficial Day for Gold Sector Fundamentals, Opposite Economy
As you know, we have been following this constructive view of the 30 year yield vs. the 5 year yield with respect to its would-be
CAT, Durable Goods, Stock Market and the Case for Gold Mining
Today is notable because the economic data continue to decelerate (Durable Goods declined and Caterpillar layoff announcement), the stock market is doing what we expected
NFTRH 354, Online Edition
A commitment has come up this weekend that will only allow me the time to review key points in NFTRH 354. What a great opportunity
Semi Equip b2b & Market Notes
The Semiconductor Equipment book-to-bill data are out and while June eased a bit it did nothing to cause any disturbance to Q2’s numbers. This means