Last update for today, I promise (I think I promise). :-) I am back in my office after a scare earlier involving daughter, fainting, hitting head, emergency room. Now hopefully…
Cabot Corp. (CBT) stock breaks to new highs This is about the lowest priority type of post I can make. But I'm about fried with indicators and macro stuff (as…
January PPI bounced along with charts that would have indicated as much You can click the image to get the original article if you'd like. It's more in the recent…
A picture of various reflation-sensitive markets vs. SPY/SPX The picture says that equity-centric reflation markets are struggling to regain uptrends relative to the broad SPY/SPX, and indeed are maintaining the…
Ratios of risk 'on' and pro-cyclical assets to gold are important for our macro view. Let's take a look at some of the hot plays that are consolidating and/or turning…
Gold is now bouncing vs. most risk 'on', inflation-sensitive and/or cyclical markets/assets Since first noting the very spark of an initial hint in NFTRH 653 and then again in this…
A view of gold in ratio to markets that benefit on a relative basis from cyclical inflation, which as you know central banks and politicians have been working over time…
It was my one and only short position (currently very high cash is now the risk manager), and it was taken on a top tick but not on a setup,…
From the Trade Log on June 5: I took my first short today, against the US Materials sector (XLB) as it rises hysterically to near the previous highs and fills…
This one was benefited as part of the Trump Trade before that bull in a China shop started breaking things in global trade. So ironically, Materials are now in the…
Looking through the old charts, here is another one hitting target. Nearly a year ago we had an NFTRH+ update on XLB showing a pullback buying opp. in the 51s.…