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Monthly Archives: September 2013

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NFTRH Interim Updates

NFTRH Update 9.9.13, Yield Spread Update

With reference to yesterday's bigger picture look at the yield curves, here is a daily view of the 30 year yield vs. the 5 year. The spread made a lower…

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September 9, 2013
NFTRH Interim Updates / Notable Public Posts

NFTRH Update 9.8.13, Yield Spreads & Gold

As noted, this week's letter was a difficult one because it raised a lot of questions, many of which seem to have opposite implications.  Going forward I will try to…

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September 8, 2013
NFTRH Interim Updates

NFTRH Update 9.6.13, Market Review (Pre-Jobs)

Interest Rates It looks like interest rates could get to target all in one big gulp after all.  But the employment report this morning could have a lot to say…

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September 6, 2013
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