Tech is lurching back toward market leadership with MSFT and GOOGL bullish, along with many others Back on October 28th NFTRH+ noted that the Cloud ETF, CLOU, was in a…
The US stock market leadership chain (SOX > NDX > SPX) shows Tech weakening SPX is going to be due for a correction at best and a bear market at…
The bubble in 'no holds barred' monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade Gold, meanwhile, will not be ready until…
The Goldilocks Rally, led by Tech/Growth stocks, motors on [edit] No sooner was this posted than Q1 GDP was revised upward from 1.2% to 2%. It's stuff like that that…
Good cop (QQQ/SPY ratio) is holding the bull flag and turning up. I assume the happy stuff out of Microsoft is boosting spirits. Reference the original Good/Bad cop update. In…
A new promo is out, as if on cue: "Tech is the new haven" Here is a clip from the Barrons article by way of my TradingView chart interface, where…
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 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…
US stock market leadership using SMH > QQQ > SPY This is a chain I have generally liked to see intact over the years if I am going to be…
A whiff of Goldilocks, on cue... As inflation fades but the economy remains intact. Amid the Q4-Q1 broad rally projection and specifically due to our view of fading inflation signals…
After adding GOOGL this morning to go along with other items I consider somewhat negatively correlated to long-term yields (DVAX, TWST, ZM, META w/ MSFT on priority watch) and thus,…
Market has been rotating back to growth from value and reflation-sensitive areas It was all about long-term interest rates and the beginnings of the at least temporary failure of the…
Check it out. Big Tech is in a similar posture to the pre-crash breakdown and retest of the broken EMA 20 and SMA 50. RSI and MACD are in negative…
The men, women and machines that are driving this hysteria now were sitting in the corner sucking their thumbs in March. They were swearing off investing and a lot of…