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…
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…
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…
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…
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…
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…
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…
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…
Take a look at the yield on the long bond. Take a listen to all those formerly loud Treasury BOND BEARS!!! Now all you hear are crickets. So are we…
So first off let me own the fact that I'd originally leaned toward a grind with an upward bias into January by this weekly chart. That upward bias would have…
[edit] I had actually been concerned about whether I’d be able to cover shorts effectively this week, assuming the bullish Santa seasonal, contrarian bullish sentiment backdrop and a Fed whispering…
There is way too much going on out there for a blogger to try to summarize without sounding like a goddamn sports announcing play-by-play caller. Oil this, Huawei that, Trump…
It turns out the stock market appears to have taken the "grind" theme literally. The 'W' pattern is getting eliminated this morning (if pre-market activity holds up into the trading…
"The Harbinger of Doom"? Of course we (well, the media) are talking about the yield curve AKA Amigo #3 of our 3 happy-go-lucky riders of the macro. I have annoyed…