Notes From the Rabbit Hole

NFTRH 787

Notes From the Rabbit Hole, #787 Summary US Stock Market (2 weeks ago): Seasonal remains positive. Trends are up. Gaps are below. Given the sentiment note below, risk to this…

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Notes From the Rabbit Hole

NFTRH 785

Notes From the Rabbit Hole, #785 Summary US Stock Market: Seasonal remains positive. Trends are up. Gaps are below. Given the sentiment note below, risk to this rally - or…

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Notes From the Rabbit Hole

NFTRH 775

Notes From the Rabbit Hole, #775 Summary US Stock Market: Indexes played the take/fail the SMA 50 game last week. Friday was Op/Ex, so of course it unraveled the good…

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nftrh plus

NFTRH+; important macro update

The 10yr-2yr yield curve is spiking impulsively and unlike the steepener into 2021 it ain't inflationary. We know that because nominal Treasury yields are dropping, not rising. If this continues…

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Notes From the Rabbit Hole

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…

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Notes From the Rabbit Hole

NFTRH 707, out now

The screenshot is maybe being a little modest but really, there was not much to add as the markets are doing pretty much as expected with regard to sentiment and…

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Read more about the article NFTRH 701, out now

NFTRH 701, out now

Look into the eyes of the hawk. Think about how the hawk has dragged its talons all along the way to inflationary overload. Now the hawk speaks after the indicators…

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