NFTRH 361 Out Now
From the email to subscribers that accompanied NFTRH 361: "The Indicators segment beats us all to a pulp talking about yield spreads, but I find more and more that this…
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September 20, 2015
NFTRH 360 Out Now
NFTRH 360 does a 360 all around the oh so highly anticipated FOMC 'decision', talks a little about the accuracy of professional economists' recession predictions and talks a lot about…
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September 13, 2015
US Stock Market’s Contrary Support
So far the correction is generally going to plan. SPX dropped out of the nose of the Diamond pattern, lost both the 50 and 200 day moving averages and dropped to support. That was all according to plans.
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September 3, 2015
NFTRH 357 Out Now
#357 is about road maps for the US stock market. There is one road map for the immediate-term, one for the next 1-2 months and then another, which will be…
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August 23, 2015
Priority Update, Important Semi Data & Market Notes
[edit] I neglected to include the link and this quote... "Year-to-date, the bookings and billings reported in the SEMI North American equipment book-to-bill report indicate a solid year for the industry,"…
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August 21, 2015
Semi Equip b2b & Market Notes
The Semiconductor Equipment book-to-bill data are out and while June eased a bit it did nothing to cause any disturbance to Q2’s numbers. This means that through the April-June quarter the reported data of the 3 month averages remained strong. Bookings have however gone on a slight declining trend over the last 3 reports.
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July 22, 2015
Gold’s Epic Contrary Indicator?
In yesterday's NFTRH 352 excerpt, we noted the 'gone viral' feel of the Jason Zweig WSJ bearish call last week. Thanks to the same reader who alerted me to the…
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July 21, 2015
Multi-Market Update
Volatility. It is what we expected and it is what we have with Tuesday’s big down and upward reversal, down hard again yesterday and today very green in pre-market. This volatility applies to most assets markets including the precious metals. It is the nature of the beast during a news-rich summer, with many operators on vacation or semi-vacation (with some players not able to resist peeking?).
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July 9, 2015
3 Amigos on Turnaround Tuesday
"Turnaround Tuesday"... isn't that what they call it? Well, it turned around for several things not called precious metals or China. I did a little buying today of strategic semiconductor…
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July 7, 2015
Biotech Leadership
Okay, so you tell me. Is speculative leadership alive and well in this market? Beuller? We noted in the last NFTRH edition that market sentiment had become positive on a…
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June 18, 2015
Tilting at Golden Windmills
As posted at Biiwii this morning…
There is a writer we’ll call Don Quixote who is tilting at something that no longer really exists… the evil gold promoters that used to be taken seriously by innocents to the tune of near total destruction of their portfolios.
Don once went on about the gold cult and I even highlighted his post because I had been going about the gold cult as well. The cult-like aspect of the gold “community” (← a dead giveaway) was real, and the group-think that the 2001-2011 bull market fostered was very strong and really damaging to those who did not question its tenets until it was too late.
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March 3, 2015
Market Sentiment Hideously Over Bullish
Folks, with the SOX hovering just below target, the Biotech sector arcing upward, the Russell 2000 having broken to the upside, the VIX back near its lows, Nasdaq 5000 headlines...…
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March 3, 2015
Market Update
Admin Notes Doing a freer flowing 'market update' segment mid-week works better for me than the more rigid ETF updates we had been doing and I hope it works better…
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February 25, 2015
NFTRH 331 Out Now
This week NFTRH moves further from the lunatic fringe and into conventional market analysis with lots of talk about relative global stock valuations, using P/E ratios and currency movements as…
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February 22, 2015