A snapshot of US markets, Treasury bonds, commodities and precious metals on a day when a .25% rate hike is fully baked in... There is no sign of anything other…
Well, it is a 'just can't win' sort of a day. Everything is down except for my short positions on SPXL and IWM, my Healthcare related items and SQM, as…
Folks, I felt we needed a more extensive Precious Metals segment than usual in NFTRH 436 because I got some correspondences on Friday that made me think that would be…
Admin note: An unexpected commitment has popped up and I will be on the road today and tomorrow. I think we've illustrated well enough what is in play for many…
As always, when I note moves I have made they should not be construed as being the right moves for anyone else because our situations (goals, allocations, risk tolerances, etc.)…
US Stock Market Considering that these two items are 'in the mirror' to each other (i.e. I expect one to top before the other bottoms), let's review the state of…
Even in bull markets the corrections are brutal. That is because this is a relatively small sector subject to relatively large hype. When the gold sector gets sharp pullbacks the…
US Stock Market: Trend is bullish, but other than the big display in the Semis last week and a bullish looking Tranny, most items remain below the key parameter we…
Yesterday’s market decline was a little more than the recent gentle downward slip and we have been noting markets at short-term risk, sentiment-wise. So I think it is a good time to review a few pictures of the progress with respect to important support that would act as a buying opportunity for an extended rally or a failure point that would call the July bounce a shorter-term throw over and suck-in.
A year ago almost to the day we began tracking a 'Macrocosmic' theme that would eventually see gold bottom and rise vs. stocks and bonds in 2016, joining its bullish…
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,…
I believe that one of these is lying. Either the current move in the Silver-Gold ratio (which we noted during the trading day on Wed.) is false (and with this morning’s pre-market activity, it is being propelled higher) or the US dollar is conspicuous in its post-Brexit strength and due to drop.
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…
A very simple update (it ended up being a little less simple, as usual) for a very simple situation. We have noted that an anti-USD ‘inflation trade’ bounce has been in progress. This has featured rising stocks, commodities and yes gold bugs, precious metals. It’s Bob Hoye’s “all one market” syndrome and it is predicated on perceptions of a dovish Fed, a weak US dollar and the momentum of speculators.