NFTRH 549 Out Now

As usual, I point you to the screenshot for a fraction of what's going on this week. Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly…

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NFTRH 548 Out Now

As usual, the screenshot tells a fraction of the story... Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at USD $345.00) for an in-depth weekly…

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NFTRH 547 Out Now

Tell me, how can a global market report raise more questions than it is currently prepared to (definitively) answer and yet still be infinitely helpful in managing the here and…

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NFTRH 546 Out Now

Per the email accompanying the report to subscribers... There is a lot going on this week from a macro perspective. For me, the Fed's dovish stance along with the 2yr…

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NFTRH 545 Out Now

As usual I point you to the bullet points below, which barely even scratch the surface of the surface of the story but which at least outline where we go…

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Cyclical Assets vs. Gold

In January of 2018 we noted a cyclical leader (Semiconductor Fab Equipment) in trouble: Semi Canary Still Chirping, But He's Gonna Croak in 2018. We also ran a series of…

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Macro Whipsaw Continues in Metallic Indicators

Here is just one picture from said whipsaw, and its an important one as a cyclical indicator; Industrial Metals (positively correlated to the economy) and gold (generally negatively so). A…

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Amigo #1 (SPX/Gold) is Bouncing

With the big bounce back in long-term Treasury bonds (as yields got slammed right where the Continuum's limiters projected they would) we have Amigo #2 in the books. Remember that…

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‘Inflation Trade’ Balloon Gets Pricked

With reference to this morning's post, yields are dumping, US Treasury bonds are getting a risk 'off' bid and the stuff that has gotten the biggest inflation/reflation bid since the…

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One Day to the Next

So yesterday market participants were instigated by the media to get hysterical about interest rates. I saw a prominent headline talking about how a market expert (whose name escapes me)…

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