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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April 7, 2019
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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March 31, 2019
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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December 28, 2018
NFTRH; Some Gold Ratios Fading, Some Are Not (medium priority)
So much will be dependent upon whether or not a seasonal bounce takes place in the risk 'on' trades since gold is a risk 'off' haven. Gold would fade vs.…
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November 27, 2018
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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April 27, 2018
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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March 27, 2018
‘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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March 22, 2018
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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March 22, 2018
Bonds, Inflation & Amigos
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological views and thus, bias. #491…
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March 18, 2018
Semiconductor Sector Indicators Led the Correction
Amid the sick theater that has been the US political sphere and by extension, the stock market, I just tried to stay unbiased (in action, at least) and churn the…
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February 5, 2018
NFTRH; Precious Metal Indicator Views & 3 Amigo Update
A few ratio indicators to keep an eye on as gold and silver continue to tank and the miners remain nominally weak. GDX/GLD ratio is making me feel braver still.…
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December 7, 2017
Public Chart List
I've had similar lists available in the past and to tell you the truth I am not sure what happened to them or why they went away. Probably admin goof…
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November 28, 2017
Market Update; HUI & Precious Metals Indicators
The bounce has materialized, as anticipated. This almost had to happen given the vastly improved CoT structure for gold, the over sold levels of the stocks and the “puke” sentiment noted a couple weeks ago.
The first target on HUI is 180 (+/-). What we have going on there is a gap to be filled and a resistance area that has very clearly held support and provided resistance for the last 6 months.
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March 24, 2015
Market Update
Amidst an economic backdrop in the US that continues to very gently decelerate, we have a celebration of what was perceived by the market as a dovish Fed. Anxiety had…
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February 20, 2015