Jordan gets me blabbing like no other. He's a very good interviewer. And speaking of blabbing, a technical glitch cut off more content or it would have gone on longer.…
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
The government is stepping in to bail out SVB depositors and the banks are still tanking. Graphic is linked to the article. As a side note, the government says that…
I hate to be swayed by a man's jawbone, but you will recall that last spring said jawbone did a lot of damage and launched a bear market. So I…
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…
Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…
Gold ratios to cyclical assets have weakened during an interim Goldilocks phase It's just the way it is at the moment as gold's ratios to cyclical assets show an at…