Notes From the Rabbit Hole

NFTRH; Back in Rising Yields Mode?

Assuming a bullish market, one of the key considerations about sector positioning is the state of long-term yields and their relationship to short-term yields. For example, segments that tend to…

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Read more about the article A Closer Look at Growth vs. Value Stocks

A Closer Look at Growth vs. Value Stocks

Something changed just before, during and after Armageddon '08. That something is that the impulsive rise in growth stocks vs. value stocks (2007-2009) then maintained a grinding uptrend until a…

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Read more about the article Give That Man a Banana!

Give That Man a Banana!

In fact, it's bananas all around! Bananas for you. Bananas for me... Trump wants the US dollar lower. Period. The currency is one measure of the US relative standing in…

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Read more about the article “Realtor Group” Warns?? Are you Kidding Me?

“Realtor Group” Warns?? Are you Kidding Me?

If you hurry, you may just be able to eek eke [thank you Mr. 'Eagle Eye' Turner!] out a mortgage for the fine abode shown above! Mortgage rates fall to…

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Read more about the article Mises Goes Mainstream, Calls Bull

Mises Goes Mainstream, Calls Bull

I don't mind telling you that I tend to tune everybody out in favor of the market. That includes mainstream Wall Street types, perma-bulls, perma-bears, speed freaks & momos, doom…

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alice

NFTRH; Updating the Options, pre-FOMC

According to CME Group, rate cut probabilities declined yesterday to even odds from a previous reading that was near unanimous for a cut. Today it is back to 59% for…

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alice

NFTRH; On Rates, Gold, Miners and Stocks

An email from a subscriber prompts this mini update here at T-minus 1 day to FOMC. In response to this morning's rate cut probabilities post Mark asked my thoughts about…

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Read more about the article Rate Cut Probabilities Have Dropped Significantly

Rate Cut Probabilities Have Dropped Significantly

While a majority of wise guys still expect the Fed to cut the Funds Rate tomorrow, the percentage has dropped significantly, from what I seem to remember as near-unanimous in…

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