NFTRH 758
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
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May 21, 2023
Paul Tudor Jones refutes NFTRH view
Paul Tudor Jones sees stocks going higher upon Fed rate cycle ending Well, he does not refute my view directly because this market luminary (who is much more respectable than…
May 15, 2023
Man talks… and talks… and talks some more… about gold and stuff
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
May 12, 2023
Copper/Gold ratio confirming favored macro view
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
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April 25, 2023
NFTRH+; an important ratio with an important message
Of course, any indicator can be reversed at the whim of the algos and machines, but those direct the short-term daily mayhem in markets. They do not direct the bigger…
April 3, 2023
NFTRH 751
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…
April 2, 2023
NFTRH 747
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…
March 5, 2023
The Gold/Copper ratio did not break down
The Gold/Copper ratio is intact and indicating risk for the cyclical global macro We projected a rally to run from Q4, 2022 to or through Q1, 2023. It is technically…
March 1, 2023
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