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I used to make fun of the FOMC rate hike "decision" language in the mainstream media because under the Obama administration and its economic policies overseen by the Fed's monetary…
The post-election pop in market leaders like the Semis and Small Caps is easing, as expected. In fact, the Semis are flat out dropping hard to what could be a…
Here are some clips from NFTRH 419's Macro & Market Indicators segment. There was a lot more information and interpretation in the original segment and the report on the whole,…
Let's take a quick look at the state of bonds, yields and spreads. First, remember when we projected upside of 138 on TLT? Remember when they (momo freaks, people stampeding…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
We have expected the stock market to resume correcting as USD bounces with the Gold-Silver ratio, but we need to understand what is the trend and what is the reaction. …
10yr Breakeven has been rising for a few months now and is in a potential bottoming pattern. The TIP-TLT ratio chart has broken a trend line. And FOMC chose to…
HUI is dropping further into the support zone. We are giving this down to 180 or so, which would get it quite over sold if registered. S&P 500 continues to…
Please reference (and pardon the promotional tone of) the previous post, which updates HUI's current situation. Here is a simple chart from the post showing HUI at the logical pullback…
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…
Considering our recent focus on yields and yield curves, here's one of those lunatic macro charts trying to say too much while achieving its goal of making your head spin. …
I see some writers out there declaring victory for the inflationary view, the dollar bear market view and the strong economic view. I declare no such thing. While one of…
[edit] See further thoughts on inflation and the content of this article. The post title is best when drawled in Gomer's thick southern accent. I realize Gomer Pyle was way…
I am reproducing a brief report sent to (free) eLetter subscribers yesterday for a couple of reasons. First, as belabored yesterday, I was not overly enthused about this weekend's premium…