NFTRH 387 Out Now

No time for a promo today.  A good report, and a lot of editorial commenting to boot (incl. the coolest old clown car you'll ever see!). Subscribe to NFTRH Premium…

Comments Off on NFTRH 387 Out Now

Various Markets; Weekly Views

It occurs to me that in public writing I tend to bludgeon people with macro fundamentals (like gold vs. positively correlated markets, yield relationships and even confidence in global policy…

Comments Off on Various Markets; Weekly Views

NFTRH 382 Out Now

It's another week further into the macro backdrop that we have worked hard to anticipate for a long while now.  Anticipation is one (sometimes frustrating) thing, but 'actionable' is quite…

Comments Off on NFTRH 382 Out Now

NFTRH 380 Out Now

We have been on the bounce scenario and speaking as a bear on the intermediate trend, I say thank you Mr. Kuroda.  Everything, including clear as day analysis on the…

Comments Off on NFTRH 380 Out Now

NFTRH 379 Out Now

From 2012 to 2014 we had robo-market, grinding upward as hedge funds, diversified asset allocaters, stock pickers and yours truly under performed a simple 'set it and forget it' (by…

Comments Off on NFTRH 379 Out Now

NFTRH Update; US Stocks, USD & Precious Metals

I continue to believe the semiconductor sector is setting up to disappoint those who buy it as a momentum-based market leader.  That is due to fundamentals we discussed previously.  As…

Comments Off on NFTRH Update; US Stocks, USD & Precious Metals

NFTRH 366 Out Now & Available for Free

Do not subscribe to NFTRH! At least not yet, anyway... I am going to release it publicly for the first time in probably 5 years.  Coming at what is a…

Comments Off on NFTRH 366 Out Now & Available for Free

NFTRH 365 Out Now

A solid 36 page report.  The market bounce matures as it enters our target zone and sentiment is the indicator.  Precious Metals continue to improve on the macro, but carry…

Comments Off on NFTRH 365 Out Now

NFTRH 362 Out Now

As noted in the subscriber email that accompanied NFTRH 362: "NFTRH 362 trims back down to 22 pages, but makes a lot of points in those pages. In particular, despite…

Comments Off on NFTRH 362 Out Now

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…

Comments Off on NFTRH 361 Out Now

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…

Comments Off on NFTRH 360 Out Now