The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…
This article calls junk bonds a canary in a coal mine. Analysts often view ructions in the high-yield, or “junk-bond,” market as a canary in the coal mine, or an…
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular…
I have so many charts that I use for NFTRH's Market Internals segment that I have had to start a new system, color coding the various internals indicators thusly... As…
When we were originally alerted to the coming slowdown in Semi Equipment, my industry contact had been working to a Q4 2018 to Q1 2019 game plan for cyclical recovery.…