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Economic Brain Dump

Just a little snippet of an ‘economy’ segment that turned into a naval gazing exercise, from a report that otherwise was all-in on hard analysis and frankly, in tune with current market events, which...

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PALL-Gold vs. CCI-Gold

A good question would be which is more valid as a leading economic indicator, Palladium vs. Gold or broad Commodities vs. Gold? PALL-Gold continues to indicate economic strength as positively...

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ISM Still Booming

Surprised?  Anyone?  Beuller? The most relevant items are circled.  I have forward looking industry research (see EDA Industry Insight linked under Technical & Data) and anecdotal input from a...

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Employment Report: +142,000

From BLS Employment Report: Jobs +142,000 in August, unemployment unch. @ 6.1% The stock market may try to spin this as a dovish Fed play.  It is actually positive fundamental data point for gold,...

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ISM: Not Bad But…

There are some small signs of deceleration.  As we noted in last night’s NFTRH macro market update, the data can jump around from negative to positive.  But the combined pressure of gold vs. silver and...

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‘Jobs’ Better Than Expected

‘Jobs’ came in at 248,000 vs. estimates of 220,000 and unemployment rate to 5.9%.  Clicking the graphic yields the MarketWatch article. The stock market is dutifully rising to test some breakdowns, as...

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Negative Feedback

Here is some feedback a republished post of mine (Market Summary; Saturday Morning Cartoons) got at a leading gold website from a reader. “The other support has been the very real economic recovery in...

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Want a Sure Bet?

Well here it is; it is a sure bet that a lot of companies are saving their machine tool and high end manufacturing equipment purchases until year end, for tax management purposes.  This graph (from...

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Economic Snapshot

Excerpted from this week’s Notes From the Rabbit Hole, NFTRH 314: Note; the post also appears at nftrh.com, which is 90+% ready for prime time! Our view has been that a stronger US dollar would...

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The Growth Paradox

Guest Post by Chris Hunter Source: Wikimedia Skeptical investors may be wondering why, over the last six years, one of the most powerful bull markets in US stock market history has coincided with one...

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US’s Debt Not Such a Big Deal –Mr. Gold

[edit]  Mr. Gold’s last paragraph is the tell on his bias, as he is unwilling or unable to conceal the contempt he has for people who were absolutely right for 10 years+ and are now suffering a bear...

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Jobs!

From BLS: THE EMPLOYMENT SITUATION -- NOVEMBER 2014 Total nonfarm payroll employment increased by 321,000 in November, and the unemployment rate was unchanged at 5.8 percent, the U.S. Bureau of Labor...

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Economy Post-‘Jobs’ Report; Real or Memorex?

Excerpted from the December 7 edition of Notes From the Rabbit Hole (with minor edits): Now it gets interesting because early in the bailout process the Fed talked about achieving certain employment...

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$7 Million Woman: A Bubble Within the Student Loan Debt Crisis

There is an ongoing student loan debt crisis and it is simply one more manifestation of the overall bubble in credit that has created stock market wealth for asset owners.  In not allowing the college...

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MSM Rationalizes Stock Market Reversal

Never mind that the US increased employment by 252,000 in December and unemployment sagged to 5.6%.  The stock market moves to its own beat and doesn’t care much about the particulars in the ‘Jobs’...

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The Financialized Economy

This segment is excerpted from this week’s Notes From the Rabbit Hole, NFTRH 329, and was originally titled… Does the US Economy and Stock Market Need Manufacturing? The ISM PMI reports for December...

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Cyclical Gold Ratios

If we are going to use the CCI-Gold ratio as an important indicator to global economic contraction, we might view its recent bounce as making sense with respect to a broad global asset market bounce...

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O’Neill: Why the US is Not as Strong as You Think

By Biiwii From CNBC (hey look, they have some good content… it’s not all mindless, after all). Jim O’Neill on the Swiss Franc, the Euro and the US economy… O’Neill: Why the US is not as strong as you...

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‘Jobs’ +295,000, Unemployment 5.5%

By Biiwii February Employment Summary @ BLS Total nonfarm payroll employment increased by 295,000 in February, and the unemployment rate edged down to 5.5 percent, the U.S. Bureau of Labor Statistics...

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Response to Kyle

By Biiwii NFTRH subscriber Kyle took me to task in the past when I have talked annoyingly often about the “Dollar Collapse Cult” (and gold cults and deflation…) and never missing an opportunity to...

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