Gold vs…

With no commentary, as the theme should be obvious.  Although I’ll note it is not a pro-gold bug post (they’re doing enough chest thumping on their own), it is a ‘pro-preferred big picture theme, but perhaps pushing an inflation play out further’ post.

Gold (GLD) vs. SPY

gld.spy

GLD vs. USO

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NFTRH+; Agriculture

[edit] Post was accidentally not password protected.  So be it…

Please pardon the NFTRH+ updates to the general subscriber base, but I consider everything going on this week macro related and relevant.  So these serve as regular updates as well.

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G7 (and Fed), Right on Cue

I have had a lot of fun with the centralized policy making over the years.  Recall the Outer Limits theme? There is nothing wrong with your television set. Do not…

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NFTRH; Post-Brexit

This week has been a gamble.  If you’re a stock bull you lose, if you’re a gold bull, you win.  This morning’s reaction to Britain’s exit from the EU is pure casino stuff, practically speaking as an investor in the very short-term.

From Tuesday’s update (with an updated chart of the VIX)…

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