Stock Market

Read more about the article Bear Case Trumped?
Economy

Bear Case Trumped?

In hindsight we could have expected it. Set our watch by it. Putting aside the fact that the Mexico tariff threat never should have been an overly negative input for…

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June 10, 2019
Read more about the article Making America Mediocre Again?
Financial Markets

Making America Mediocre Again?

I wrote this one page article for the Opening Notes segment of this week's Notes From the Rabbit Hole. At the end of the post is a really interesting interview…

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June 2, 2019
Stock Market, Global

Is it Really the US Über Alles?

Some humble corners out in the frontiers are not buying it. A not so humble (but relatively modestly valued) super power is not buying it either. Even Europe has been…

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May 29, 2019
Read more about the article What Healthcare Needs to Do to Go Bullish
Stock Market, US

What Healthcare Needs to Do to Go Bullish

It's been a hard road for this more defensive sector since the casino bottomed out at the Christmas Eve Massacre and its patrons gradually regained their backbones in order to…

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May 22, 2019
Read more about the article Strange Signaling in the Semi Sector
Stock Market, US

Strange Signaling in the Semi Sector

As noted many times along the way since 2013 a reliable leadership progression in the US stock market has been this chain... Semi→Broader Tech→Broad Market (SPX). So let's check up…

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May 17, 2019
Read more about the article Kudlow & Trump, Tweet & Dump
Stock Market, US

Kudlow & Trump, Tweet & Dump

For those of us who've been wrapped up over the last few days (work and personal issues for me) this morning presents an opportunity to get up to speed on…

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May 6, 2019
Read more about the article “One Group Will Be Spectacularly Wrong”
Stock Market, US

“One Group Will Be Spectacularly Wrong”

The title was coined by none other than the Macro Tourist, Kevin Muir in another of his fine posts. One Group Will be Spectacularly Wrong In the post he outlines…

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April 29, 2019
Read more about the article FOMO Spiking
market sentiment

FOMO Spiking

I thought this was pretty interesting, from Bloomberg by way of Sentimentrader... no further words necessary. Subscribe to NFTRH Premium (monthly at USD $33.50 or a 14% discounted yearly at…

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April 23, 2019
Read more about the article 2 for the Bears
Stock Market, US

2 for the Bears

[edit] Thanks again Wordpress for the weird title saving glitch at the time of posting. It's starting to piss me off. I was invited to join an email group by…

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April 15, 2019