Tag Archives: china

Guest Market Analysis, News & Commentary

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Bond Funds Now Say Liquidity Restored  Tom McClellan  4.26.13
Not so Fast on the Deflation Talk  Michael Ashton  4.26.13
The Folly of Centralized Currency  Cobden Centre  4.26.13
Hedge Fund Investment: Great for the Hedge Fund!  Martin Hutchinson  4.26.13
Reversion to the… Blown Account  Michael Toma  4.26.13 (e)
Real GDP Increased 2.5%…  Calculated Risk  4.26.13 (e)
China 2.0 is in Trouble  Of 2 Minds  4.26.13 (e)
Financial Market Articles & News  Biiwii.com/EWI  4.26.13

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Market Analysis, News & Commentary

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Gold Bullion: Neither Underpriced Nor Overpriced  Bill Bonner  4.4.13
US Interest Rates, China & the Impact on Gold  Dan Denning  4.4.13
Gold Mining: The Abysmal State of the Juniors  TGR  4.4.13
BOJ Unveils Shock & Awe Q-QE  Zero Hedge  4.4.13 (e)
RUT & SPX Divergence: April Fool’s Joke or Something Else?  B.I.G.  4.4.13 (e)
Mortgage Serious Delinquency Declined in Feb…  Calculated Risk  4.4.13 (e)
How Market Losers Think – and How to Stop Doing it  EWI  4.4.13 (video) (e)

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Market Analysis, News & Commentary

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China’s Problems Mount  Sean Corrigan  4.3.13
Sector Relative Strength by Market Cap  B.I.G.  4.3.13 (e)
A Man in the Mirror  Bill Gross  4.3.13 (e)
The Keynesian Endgame  David Stockman  4.3.13 (e)
It Wasn’t David Stockman Who Wrecked the Economy  truthdig  4.3.13 (e)

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NFTRH 230 Out Now

22 pages… felt like 44.  Sometimes doing the necessary work can feel that way.  I have little doubt subscribers are going to have a challenge with #230′s lack of flow and clearly defined conclusions as well.  I think this will smooth out going forward, but this was a grinder.  Sometimes we’ve got to grind.

nftrh230

NFTRH 228 Out Now

Watch commodities and the ISM’s ‘prices paid’ trend; watch out for sink holes in Goldilocks’ path as she happily skips along; watch chest beating gold bears who think they know how to read long-term charts*; watch the silver CoT (but silver bulls might want a certain loud technical analyst to refrain from making huge proclamations about it… jeez, let it breathe, silver has lower to go first); watch to see if the stock market already took its ‘healthy’ correction or has further near term downside in order to make a solid base for a final drive to SPX high 1500′s.

* TA big papa, stockchart.com’s John Murphy is becoming bearish on gold; as in possible ‘end of bull market’ bearish.  He certainly does know how to read charts and is not included in this dismissive comment.

Anyhow, watch this writer continue to manage risk as fully as needed to remain good to go for coming events; and they are coming my friends.

nftrh228