Until Today
Euro 50 Flips Draghi the Bird, S&P 500 Fails at a Key Parameter, Semi's are Fundamentally Bearish and Gold Has a Sentiment Washout Within its Bear Market Markets Had Been…
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December 4, 2015
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…
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December 2, 2015
Semi’s Will be Key; Here is the Status of SOX Weekly
We reviewed some preliminary negative economic implications from the fundamental side of the Semiconductor sector in an NFTRH update yesterday. As you may remember, the Semi sector compelled me to…
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November 24, 2015
Priority Update, Important Semi Data & Market Notes
[edit] I neglected to include the link and this quote... "Year-to-date, the bookings and billings reported in the SEMI North American equipment book-to-bill report indicate a solid year for the industry,"…
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August 21, 2015
NFTRH 355 Out Now
NFTRH 355 takes the balls in the air, tops spinning on the table and the up and down market whipsaw and attempts to distill it all into a sensible narrative…
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August 9, 2015
Semi Leadership Intact
Well folks, they never make it easy do they? As of now the SOX is firm as apparently the Intel hype could not break the chart (though it did put…
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July 23, 2015
SOX-SPX; Now or Never
The Semi's have led the broad market ever since 2012. That is not the be-all, end-all but it is notable. The market has other leaders now, like the speculative momentum…
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July 22, 2015
NFTRH 352 Out Now
We have had the pulse of the precious metals every step of the way. We have mostly stayed on the right side of stock markets too. We have indicators and…
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July 19, 2015
NFTRH 348 Out Now
A good report, as usual. That may sound smug but #348 is another report helped me personally because as usual I don't go into these things so much trying to…
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June 21, 2015
SEMI Book to Bill for February
SEMI has released the Semiconductor equipment sector's book-to-bill ratio (b2b) for February and it continues to be stable. The implication is that the industry as a whole is still upgrading…
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March 23, 2015
Semi Equipment Book-to-Bill Ratio Moderating
Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…
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November 24, 2014
SOX Weekly
Checking in on the Semiconductor sector, where all the bear hype started in October, we find the weekly SOX at an interesting juncture. Of course you just knew - or…
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November 11, 2014
NFTRH Update, Quick Market Roundup…
Data came in weaker this morning with a home sales drop of 3.3% in February. The ‘all one market’ market is cheering to banish the evil spirits released by Janet Yellen last week. Those would be the rising short term interest rate spirits and they are key to our fundamentals.
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March 25, 2014
Watch Semiconductors’ Market Leadership
In January of 2013 NFTRH used the Semiconductor sector as a 'canary in a coal mine' to a potential coming phase of US manufacturing strength and an economic bounce. This…
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March 5, 2014
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