Palladium vs. Gold
By Biiwii No one indicator should be considered in a vacuum, especially one that is the ratio of a substance that has unique supply/demand fundamentals (Palladium) vs. one that is stable (Gold). But...
View Article3 Economists Walk Into a Bar…
By Biiwii It seems that this Bernanke Blog (it’s linked on the side bar at both websites, btw) thing is stirring up intellectuals and psychopaths alike as everyone seems to have an opinion on what I...
View ArticleCorporate Guidance Decelerates
By Biiwii Last week over at NFTRH.com we noted that GDP was lame, Corporate Profits were in decline and well, this was just not gonna be good for anyone. It’s just plain bad chicken! That is my style...
View ArticleLooking for Your MoM?
By Biiwii From a subscriber who is a massive market and economic geek (I mean, seemingly insatiable in the things he digs up), comes this MoM change on various economic indicators. This comes by way...
View ArticleStan Druckenmiller Interview
By Biiwii Thanks to subscriber Marcus for forwarding this to me. Very nice interview. I personally think he soft peddles the timing and intensity of the risk side of the risk vs. reward proposition....
View ArticleApril Non Farm Payrolls ‘Mock Draft’
By Biiwii [edit] Ha ha ha… Total non farm payrolls increased by 223,000 (full report @ BLS). Unemployment 5.4%. Close enough for government work. What I see in the blurb below is just what we have...
View ArticleUS Economy & Semi b2b
By NFTRH Excerpted from the May 24 edition of Notes From the Rabbit Hole, NFTRH 344: US Economy – Semi b2b Amps Up its Trend A quick review for newer subscribers: In Q1 2013 we noted that the...
View ArticleISM Non Manufacturing
By Biiwii Here is the latest breakdown on the ISM Non Manufacturing report for May. The US dollar had bounced on some good data and now it drops on tepid data. The game of economic Whack-a-Mole,...
View ArticleSemi’s Updated
By Biiwii As we await the Semiconductor Equipment sector’s Book-to-Bill data for June, we observe that Semiconductor sector leadership (SOX-SPX) is still intact in the US stock market. This sector is...
View ArticleIs Japan’s Inflation Failing?
By Biiwii We begin with NFTRH.com’s post from July 16 noting the message I got from a former associate (from my previous life as a manufacturer)… “Just an update for you, some disturbing news has...
View ArticleState of the US Economy
By Biiwii Actually, this work is by Nick at FloatingPath, an excellent aggregator and illustrator of financial data. Click the graphic for the full PDF from FloatingPath.com. Very well done! The post...
View ArticleGPD +3.7%; Another Parallel to 2000
By Biiwii GDP +3.7%; Another Parallel to the Run Up to 2000 As we have been noting for months now, we are in the back end of the economic expansion, where growth in consumption of services is driving...
View Article“No Recession, But…”
By Biiwii Excerpted from the September 13 edition of Notes From the Rabbit Hole, NFTRH 360… I am personally not yet convinced an ultimate bull market top is in despite the obvious similarities of the...
View ArticleFloating Path Updates Economic Data Charts
By Biiwii As I have noted before, I highly recommend that you econo-geeks put a bookmark on FloatingPath.com, because Nick puts pictures to the raw economic data usually delivering the day’s relevant...
View ArticlePlaying Swami on Jobs
By Biiwii [edit] +142,000… (BLS release). I’ll not give up my day job as a market manager. They’d laugh me right out of the Sacred Society of Gurus. Hey, at least the Squid was worse; I read a blurb...
View ArticlePost-Jobs; Gold-, Goldman+
By Biiwii I was out all morning and just got back to the huge ‘jobs’ festivities at +271,000 with USD springing upward and interest rates continuing an alignment that is very adversarial to gold (all...
View ArticleSEMI Book-to-Bill Ratio Decelerates as Expected…
By Biiwii As posted at NFTRH.com… SEMI Book-to-Bill Ratio Decelerates as Expected, Semis Not Under Valued I see analysis out there discussing the Semiconductor sector as a whole as being under valued...
View ArticleArmstrong 3+ Decades Late on Manufacturing
By Biiwii As you may know, certain things get stuck in my craw from time to time because I came from industry, not from the abstract world of stock markets, finance and Keynesian economics. In short,...
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