Because I like overly simple pictures to help me counteract hype everywhere I see it, especially in the Silver Bug, Inflation Bug and Commodity Guru communities... This chart (and its…
Look folks, I realize that the last month has been fun for everybody with stocks and commodities bottoming and joining the bounce party. Reproducing the Multi-asset chart from NFTRH 386 once again, we see that gold led the whole thing by a couple of months and as of this morning’s pre-market post was pretty much still in line. Well, a $15 shave today and it’s looking more suspect.
A whopping 49 pages and not nearly as difficult to digest as that sounds. Lots of charts and graphics populate what I think is a very cohesive report managing multiple…
Just another in a continuum of reports that have been in line with a macro theme seeing a loss of momentum in the US stock market and potential bottoming in…
It's another week further into the macro backdrop that we have worked hard to anticipate for a long while now. Anticipation is one (sometimes frustrating) thing, but 'actionable' is quite…
Yesterday we reviewed the Scariest Chart in the World, an overly sensational tongue in cheek title for a chart that has bearish historical implications for the S&P 500. Here it…
From 2012 to 2014 we had robo-market, grinding upward as hedge funds, diversified asset allocaters, stock pickers and yours truly under performed a simple 'set it and forget it' (by…
First of all I want to wish you a happy new year. I for one am looking forward. Speaking personally, the market has been pretty difficult to deal with. I…
We had a market break last week and that is all I ask for, a market in motion. When in motion, support and resistance parameters can be drawn and the…
We have long held that the Fed does not make decisions but rather, the Fed pretends to make decisions. The Fed ultimately follows market signals although to get in line…
You've heard me for too long going on and on about the meanings of these things. Okay I get it, I'll just put up the pics and let you interpret. …
This economic leading indicator* continues to decelerate. Again, our initial tip off was in July from my former associate's timely email informing that Japan's Mori Seiki was 'blowin' 'em out',…
Thing 1 happened in May. There is another similar Thing that happened before that, in March. Now Thing 2 is trying to happen today on FOMC day. If this reversal…
Do not subscribe to NFTRH! At least not yet, anyway... I am going to release it publicly for the first time in probably 5 years. Coming at what is a…