Notes From the Rabbit Hole

Q4 2013 “Flow of Funds” & Geopolitical

Gary — Sat, 08 Mar 2014 21:52:58 +0000

Guest Post by Doug Noland Ominous geopolitical meets exuberant markets. During Q4 2013, Total System Credit increased (nominal) $840bn to a record $58.991 TN, or 345% of GDP. On a percentage basis, total Credit expanded at a 5.8% rate during the quarter, up from Q3’s 3.8% but still below Q4 2012’s 6.2% pace. For all […]

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Bowls of CORN & URG Emptied

Gary — Fri, 07 Mar 2014 19:38:37 +0000

As for some other trades noted recently, the bowls of CORN and URG have been emptied. NFTRH 280 had noted the following last weekend… “CORN (below) continues to hold the support zone so the brokerage portfolio continues to hold CORN. I would like to see an eventual shot toward the 200-day moving averages as a […]

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GOGO Momo

Gary — Fri, 07 Mar 2014 17:54:17 +0000

According to an email pal, GOGO is now getting touted out there on Twitter by trading jockeys and momentum heroes. Makes no never mind to me because I sold it today, taking my 15% and putting it in the bank. I’d consider buying it back down about the 50 day averages, but being a bottom […]

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Stock Market: It’s Bullish While it’s Bullish

Gary — Fri, 07 Mar 2014 16:53:56 +0000

A point I have been trying to make since the beginning, which in my case for public writing was 2004, is “but it is what it is” (biiwii). The name of the website was a direct (and bullish) response to my own bearish bias (which endures to this day because I have seen no improvement […]

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February Employment Report: +175K

Gary — Fri, 07 Mar 2014 13:35:42 +0000

THE EMPLOYMENT SITUATION -- FEBRUARY 2014 Total nonfarm payroll employment increased by 175,000 in February, and the unemployment rate was little changed at 6.7 percent, the U.S. Bureau of Labor Statistics reported today. Employment increased in professional and business services and in wholesale trade but declined in information. Employment Situation Summary from BLS

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A Divergence Among Nasdaq 100 Stocks

Gary — Fri, 07 Mar 2014 11:30:15 +0000

Guest Post by Tom McClellan March 07, 2014 The Nasdaq 100 Index (NDX) has been leading the way higher, making higher highs and higher lows all throughout 2013 and into 2014. But it has been doing so with diminishing participation. This week’s chart shows an indicator whose value is featured every day in our Daily […]

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The Return of the ‘All One Market’ Market

Gary — Thu, 06 Mar 2014 15:16:09 +0000

Since February 1 it’s all one market arrayed against one market, Uncle Buck. Maybe it should be called the ‘all but one market’ market. Whatever…

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