2016 was the year I finally decided to codify my niche as a psychology-focused market contrarian, putting the Alice, Red Queen and Rabbit components of NFTRH's logo right there on…
The public loved itself some T bonds when it was being sold the global NIRP fear trade, and now the public wouldn't own a bond if it were the last…
It appears that the little hiccup is behind us and the market's bullish technicals and price are enticing the little guy not to be so skittish. The new leg up,…
90% (my low-balled estimate) of you, the investing public, are herding when it comes to the bond market. You may not know it because the overwhelming psychological atmosphere is to…
A quick look across the landscape on OPEC/Oil hype day in the global markets. Public optimism in oil was already turning up pre-OPEC. A production cut would get everybody lathered…
Disclosure (which I feel, given the post's content, should be reiterated): I am not short even a single equity of any kind. I am only long selected stocks and cash…
This is the opening segment to this week's edition of Notes From the Rabbit Hole, NFTRH 421, a 48 page work-through of the immediate post-Trump landscape. While we had fun…
With the knowledge that these things never go exactly to plan, HUI hit a low of 180.84 today, which is at our target zone of 180 +/-. I pulled a…
If players are finally buying into the bearishness, now we are getting somewhere. Very simply, SPX has had a date with the 2100 (+/-) target we have had open since…
[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…
Once again, no energy left or inclination for promo (and no Roxy Music video either). After battling this thing all weekend I headed out to the high school track to…
It is summer slack season, with no FOMC meeting in August and so into the void go our friends in the mainstream media, with all sorts of noise to distract…
I decided that it was time to take the rest of the reward for having taken the risk (and advising same in NFTRH) when it seemed most did not want…
A funny thing happened on the journey through this week's sentiment analysis. First, the Semi sector, which as I recall we were among the few to be publicly bullish on,…