As a former U.S. manufacturer (for nearly 3 decades), I can confirm Hua Bin's China thesis Insofar as Trump, Kirk and others may blame China for the destruction of the…
The September 22 edition of Notes From the Rabbit Hole (#828) had some things to say about the FOMC action last week, before putting its tin foil hat back in…
NFTRH 799's opening segment illustrating unsustainable debt leverage Below is an exercise that considers real economic/macro/market indicators and one writer's view of what is in play this election year. I…
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[edit] A friend is concerned about Trump opening a door to a new stigmatization of the elderly among the red hats. That, like the green new deal, is something for…
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[edit] Make that 2nd confirmed... a gentleman quit many years ago after I made fun of Sarah Palin. I say confirmed, because I am sure I've lost people in the…
I understand that multitudes of people still think information on the internet is and should be free; and vast volumes of information is free. Unfortunately, that includes a lot of…
There are 3 Things in the title. Thing 2 is a big key to managing markets and being successful at Thing 3. Thing 1, while a consideration to the extent…
You know who they are; they are the ones who denied and denied the ginned up bull market in US stocks that nearly tripled under the socialist regime, circa 2009-2016. …
[edit] Now comes the email blow back and an edit in response... as I had posted years ago on the old site, I own a 9mm semi automatic, to go…
Because we learn from the past, from mistakes and successes alike, I gained something from the old 2008 post about the miners and stock market. Here is another, from March 7, 2009 as the final plunge in the US financial sectors blew out and the final seeds were sewn for the current bull market, by the intense and acute panic of the time.
So you’ll excuse me if some of the writing is a little dramatic or hyperbole tinged. It was a different time in March, 2009. I also note that I tend not to just write (stream of consciousness thoughts) as much anymore. With reports usually between 30 and 40 pages (incl. ample graphics) I don’t even get to all the hard data each week. We are now in a time where it has paid to be subservient to the markets and do what they say.
True beliefs and orientations can be expressed when the time is right. But back in early 2009 we were easily making money by following the new trends that the majority had not yet glommed on to. So there was ample time to brain dump a lot of thoughts along the way.
I barely ever look at these old NFTRH, but want to do so more often now because I think we are within hailing distance of new financial market trends and perspective is in my opinion an underutilized tool in the financial markets.
