2 Horsemen Ride w/ #1 Back in the Saddle

Yesterday we noted the Gold-Silver ratio and the US dollar would not remain disconnected and with today's market disturbance, indeed they are back on the same page.  While gold is…

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Banks, Semis and Biotech

An interesting view of two items that are still bearish and one item that is not.  This is one of many multi-index charts we use for US and global markets…

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Inflation Expectations Bearisher Still

This is actually potentially beneficial for USD (in the very short-term) and future gold mining fundamental trends alike.  It is also a potentially good thing for a future 'inflation trade'…

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NFTRH Update; US Dollar & Market Update

A very simple update (it ended up being a little less simple, as usual) for a very simple situation.  We have noted that an anti-USD ‘inflation trade’ bounce has been in progress.  This has featured rising stocks, commodities and yes gold bugs, precious metals.  It’s Bob Hoye’s “all one market” syndrome and it is predicated on perceptions of a dovish Fed, a weak US dollar and the momentum of speculators.

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