NFTRH 758
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
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May 21, 2023
NFTRH 751
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…
April 2, 2023
NFTRH 750
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
March 26, 2023
NFTRH+; the inevitable band-aid brigade
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
March 21, 2023
NFTRH 747
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…
March 5, 2023
NFTRH+; Pre-market
Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…
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February 23, 2023
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