Time for a Turn?
This is the opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I've done the weekend work, which is…
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March 24, 2019
Yield Curves, 2yr Yield, SPX (and a Crack Up Boom?)
While the 30-5 year yield curve does this, implying some inflationary issues... The more commonly watched 10-2 year does this, implying ongoing Goldilocks... While the nominal 2 year yield does…
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March 22, 2019
NFTRH; US Stock Market (med. priority)
I was not going to update because the market is not doing anything we have not already covered (it is again breaking above the equiv. of SPX 2815). But a…
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March 15, 2019
Doctor Copper Fades
The intermediate uptrend is intact but the $3/lb. area remains a holdout. So, no big "party on Garth!" macro signal at this time. It's just a boring and over worked…
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March 4, 2019
“The Fed is Still Tightening”
Over at Biiwii Steve Saville makes the case to clearly refute the Twitter mob instigators riling 'em up against the Fed's dovish rollover. What the Fed is Doing: Perception vs. Reality…
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February 26, 2019
NFTRH; Now is as Good a Time as Any (high priority)
A look at the US stock market's relief rally and another note on the gold sector... S&P 500/US Stock Market Folks, as the stock market always seems to do, the…
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February 7, 2019
“Cheap China”
According to Callum Thomas... Trump has helped make China A-share valuations great again (cheap again). Back on January 23rd I posted publicly a couple of NFTRH+ ideas that had been…
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January 29, 2019
Market Week Ahead
Earnings start to kick in (with Caterpillar and Apple in the spotlight) and the media are telling us all about everything under the sun as usual. Bloomberg for example... The…
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January 28, 2019
NFTRH; S&P 500… the Key to Breaking it or Making it (high priority)
So this morning politics, trade and global growth are the "fears" that are rattling the markets. Friday it was "cheers". We are stuck in this blender of emotions and have…
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January 22, 2019
Hello, My Name is Gary
A collective "Hello Gary". Hello, folks. I cannot really say that I am a recovering stock market gambler because at least I have seen it for what it is and…
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January 18, 2019
S&P 500’s Moment of Truth is at Hand
We expected a holiday bounce, and it finally arrived after much hysteria. So why get hysterical now that it is playing out exactly according to plan? Personally, I want this…
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January 9, 2019
Amigos 1 & 2 Arrive, #3 Still Out There (as yield curve flattens)
The 3 Amigos were a blogger's way of not boring himself to death while fleshing out important macro indicators month after month. Amigo #1 (SPX/Gold ratio) got home and dropped…
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January 9, 2019
“The only problem our economy has is the Fed”
Trump's tweet on Christmas Eve as the market continued to crater. Dear Donald, They have a perfectly good feel for the market, as they are merely balancing the scales of…
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December 26, 2018
Jerome ‘Dead Eye’ Powell
One of the most disturbing scenes in the series Breaking Bad was when Todd shoots and kills a boy on a dirt bike after he witnessed Heisenberg, Jesse and Todd…
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December 21, 2018
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