Notes From the Rabbit Hole

NFTRH 711, out now

Back to the normal format after getting some important details and distinctions worked out in last week's more talkative edition. NFTRH 711, out now. For "best of breed" top down…

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Notes From the Rabbit Hole

NFTRH 705, out now

Just doing the work and moving forward. NFTRH 705, out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…

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Read more about the article NFTRH 546 Out Now

NFTRH 546 Out Now

Per the email accompanying the report to subscribers... There is a lot going on this week from a macro perspective. For me, the Fed's dovish stance along with the 2yr…

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Read more about the article Updating Global vs. US Stocks

Updating Global vs. US Stocks

One of the charts from NFTRH's Market Internals segment keeps track of several global markets in relation to the US SPX (SPY). While some of these are constructive nominally, the…

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Read more about the article Global Stocks vs. U.S. Stocks

Global Stocks vs. U.S. Stocks

As part of NFTRH's Market Internals segment, we review the status of global markets vs. the S&P 500, just to see who's shaping up nicely and who isn't on a…

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alice in wonderland

NFTRH 415 Out Now

US Stock Market:  Trend is bullish, but other than the big display in the Semis last week and a bullish looking Tranny, most items remain below the key parameter we…

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alice

Post-FOMC Market Update, Precious Metals, Stock Markets & Commodities

To little surprise FOMC rolled over again, uttering a few words about inflation being below target and riding off into the sunset until September 21.  Now there is a vacuum, policy wise, in which the market can operate.  I am sure that if/as the economy continues to firm or inflation signals start to manifest the usual jawbones will hit the microphone circuit, admonishing us that they stand guard, but the market seems to be marginalizing these policy making clowns where even just a year ago it was still entranced by them.

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alice

Detailed Multi Market Update

The Semiconductor Equipment book-to-bill ratio for June came out last night and it remains solid.  While bookings eased a bit they remained elevated and billings were the highest since 2011.  So the question of whether this earnings season should be solid for Semi Equipment companies is answered; it should be because the April-June quarter was significantly better than Q1.

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NFTRH 404 Out Now

This week we chop 20 pages off of what had been the norm with the word density per chart/graphic much higher than usual.  A couple items needed to be discussed…

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NFTRH 403 Out Now

I'll skip the promo in favor of maybe releasing #403's slightly weird opening segment later on.  It's time to not only have your thinking caps on, but also your tin…

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NFTRH 398 Out Now

45 pages and not nearly as difficult to get through as that sounds.  Things seem very clear to me about what is going on with the macro backdrop.  The May…

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