Doug Brignole's Iron Man Archive

Hindenburg Alarm: Another Rotation Or Worse? Via RealInvestmentAdvice.com, In early November, we sounded the alarm about a recent Hindenburg Omen. Per the Commentary’s summary: Bottom line: market breadth is horrendous and will likely lead to a rotation favoring out-of-favor sectors and stocks. Thus, it’s not surprising that the Hindenburg Omen was triggered. If we continue to see more of these Omens, the threat of a drawdown grows. At the time, Mega-Cap stocks were grossly outperforming the market, while many sectors lagged the market. Since that Hindenburg Alarm, our expectations have come to fruition. We have, in fact,...

The Inflation Spark That Could Become A Deflation Shock Authored by Robert Burrows via BondVigilantes.com, Memory chips have quietly become the most important commodities in the global economy. DRAM (Dynamic Random Access Memory) is considered the workhorse of the digital world. It functions as the operating memory when a device is turned on, and this memory is lost when a device is switched off.  These chips are used in almost all electronic devices. They play a critical role and sit at the heart of everything from AI servers, cars, smartphones, laptops and...

Nuclear Reactor Transported By Air For First Time In 60 Years In coordination with the Department of War and the Department of Energy, Valar Atomics has transported their high-temperature gas-cooled reactor from California to Utah via C-17.  The event marks a major turning point for the nuclear industry, as reactor developers had been seen until this point as just another group of boring construction teams and quiet operators. But the more glamorous side of venture capital funded efforts is starting to make its way into the world of fission. Today, the Department...