May 2011 Blog Posts (5)

(The following is the Introduction to the latest BullBear Market Report for BullBear Traders members)

In the last BullBear Market Report, I called for a significant correction to begin and announced that I had closed…

Excerpted from NFTRH137, this segment sort of spontaneously combusted as I was updating the technical and fundamental status for the precious metals sector.  The welling@weeden interview with Mark Lapolla, discussing familiar arguments for deflation, showed up in my inbox several times last week and also appeared at Zero Hedge.  Thus, I have to assume it made its way in no small degree into the public investor psyche - and…

This week's edition of Notes From the Rabbit Hole extrapolated the violent changes in the gold-silver ratio into an intermediate view of macro markets.  We reviewed topping structures across various commodities and importantly, gold's ratio to these commodities, as this is primary to the investment case for premier gold stocks, both producers and explorers.  Targets have been set…

I've been long SPX since the September 2010 bottom and an aggressive buyer on pullbacks.  Today I exited all long trades and went to 100% cash and then even took on a small short position.  My current analysis shows ample reason to conclude that stocks and commodities are in the early stages of a significant correction.  Here's my SPX trading record…