Notes From the Rabbit Hole, #917 (Public)
NFTRH 917 This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore…
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May 31, 2026
Machines Rotating Into Software, On Cue
In the least surprising move of 2026, the machines are rotating into software Reference Friday's now public NFTRH+ subscriber update: Here's What's Getting Rotated In As subscribers know, I had…
May 18, 2026
NFTRH+; Here’s What’s Getting Rotated In
With the continued breakout in Treasury yields (ref. today's entry #4 in the daily notes), the spike in the US dollar and what looks like a head fake in the…
May 15, 2026
Snowflake (SNOW); Sometimes Bottom Feeding Actually Works
Snowflake stock (SNOW)... boom! Over the years, I've realized two things... My natural instinct is to try to buy low, buy cheap... When you are fighting the (down) trend, it…
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November 21, 2024
Nothing Clouding My Judgement
NFTRH+ trade idea CLOU is almost to target On October 28 we had an NFTRH+ update (now open to public) on a sector that I found to be lagging, but…
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November 7, 2024