Daily Archives: July 31, 2014

NFTRH Interim Updates

NFTRH; Macro Review & Gold Stocks

The headlines are talking about markets being down on Fed rate policy fears due to employment cost increases, declining consumer confidence, Argentina this and European deflation that.  In other words, the headlines are coming out with reasons why a market that was heavy to begin with is down hard a day after the Fed rolled over and committed to its ongoing inflation.  They always need a story.

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July 31, 2014
Notable Public Posts

Is Gary Shilling?

Sorry, I could not resist the title.  Gary Shilling, an economist whose name I have heard over the years, has quite a body of work often revolving around Fed policy, GDP and deflation.  The reason I looked into Mr. Shilling is an email from an NFTRH subscriber linking his thoughts on a coming boom…

The Boom is Coming, and Sooner Than You Think (July 18, 2014)

Okay, an economist and Bloomberg columnist thinks this is a boom (actually it is; we are after all in the age of Inflation onDemand © and a Boom/Bust cycle; currently in a cyclical boom concentrated in stocks).  Let’s see what he thinks…

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July 31, 2014