Here on Fed day I want to talk about things other than the Fed and its upcoming .25% rate hike. We have not reviewed sectors relative to the S&P 500…
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
The inflation cycle comes to an ignominious end with the banking sector's theatrics Or I should say that the inflation cycle is coming to what certainly appears to be its…
Updating the S&P 500 (SPY) weekly chart inverted H&S situation What started out in December as a sort of 'man stares at chart' joke (weeks before it even activated)... S&P…
If I am going to write like me as opposed to writing like a market analyst I am going to write that the recent bump in inflation signals and hence,…
As the gold stock correction continues, HUI's ratios to the gold price and S&P 500 do not yet indicate an end to the process The gold stock correction is thus…
Market sentiment all but demanded a pullback The media are talking about interest rates, inflation and the usual reasoning that they need to report every single day to advise Ma…
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
It occurs to me that I write a lot of words. It also occurs to me that important ideas can get lost in all those words. This little update wants…
The 2 year Treasury bond yield, T-bill and S&P 500 beg multiple interpretations I called the 2 year Treasury bond yield the most important chart in the world the other…
The US stock market will make an up or down decision on the very short-term while the larger relief rally is still intact Yesterday as they bulled the markets on…
M2 Money Supply has started to roll over from an extreme high I don't pay a lot of attention to M2 Money Supply (nor another Fed data set called Velocity…
US stock market (SPX daily chart) heads for projected bear rally extremes Frankly, this is 100% on plan for the Q4-Q1 party, but I did not have a clear view…
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…