June 5, 2016Notes From the Rabbit Hole

Inflation & Deflation / Notable Public Posts

The Continuum Has Limited Inflation Trades for Decades

After an interaction with an NFTRH subscriber (the ones with whom I have corresponded are so smart it can be intimidating sometimes) who debates the view of a pervasively inflationary…

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June 5, 2016

Inflation & Deflation / Notable Public Posts

Mixed Signals or a Clear Path Forward?

[edit] Please see a new post with more perspective on a would-be 'inflation trade' and its limitations. The following excerpt is the opening segment from this week's edition of Notes…

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June 5, 2016

NFTRH

NFTRH 398 Out Now

45 pages and not nearly as difficult to get through as that sounds. Things seem very clear to me about what is going on with the macro backdrop. The May…

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June 5, 2016