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…

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NFTRH 745

Inflation Redux? It is a valid question, given all the noise about inflation over the last couple of weeks. This was driven by the theoretically cost-pushing January payrolls report, CPI…

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NFTRH 744

Admin Welcome to the new version of the website. While there are probably some tweaks yet to be made, the nuts and bolts of it are as I'd like. Specifically,…

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NFTRH 743

Into the Sunset FOMC Rides... ...with man, machine, a crazy payrolls report and the usual mayhem in its wake we end the week as it began, with respect to the…

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NFTRH 742

Admin Notes I am still getting used to the modern Wordpress post editor I've forced myself to start using. So if you can bear with any glitches, learning curves and/or…

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NFTRH 740, out now

A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...

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NFTRH 739, out now

It's back to a normal PDF format this week and NFTRH 739 digs into the particulars of the Q4-Q1 rally theme and also examines its leadership, including and especially the…

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NFTRH 738

NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…

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NFTRH 736

NFTRH 736 Due to a holiday schedule (including a round trip to NYC and back this weekend) making demands of your letter writer, #736 and likely a few more reports…

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NFTRH 735, out now

Screenshot, inform the nice people about the generalities of the detailed contents of this week's succinct (18 page) but personally very helpful report. For "best of breed" top down analysis…

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NFTRH 734, out now

NFTRH 734 was just uploaded for subscribers. We were among the first to the Q4-Q1 party theme and now the herds have joined. There are short and long-term parameters and…

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NFTRH 733

NFTRH 733 The holiday weekend includes a few time commitments, so here then is an online post version of NFTRH, in which I can get to the points more directly.…

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NFTRH 732, out now

NFTRH 732 is uploaded to the archive for subscribers. It does not break much new ground but it does reinforce and add clarity to our ongoing, and thus far on…

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