March 14, 2017 - Notes From the Rabbit Hole

Looking Ahead: Banks & Financials Potential Bear Setup

This update will assume anyone interested in the trade also believes that long-term interest rates are going to decline near-term, despite overwhelming popular opinion to the contrary. I am one…

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March 14, 2017

Market Indicators / Notable Public Posts

Transports Diverging, But…

I can't get the image out of my head of a Dow Theorist as a mature gentlemen wearing a silk ascot and smoking jacket in a well appointed library featuring…

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March 14, 2017

Gold / Monetary Policy / Notable Public Posts

Fed Rate Hikes, Fiscal vs. Monetary Policy and Why Again the Case for Gold?

I've been thinking about the current Fed Funds rate hike cycle, which is logically gaining forward momentum now that the Fed can stand down from its 8-year, ultra-lenient monetary policy…

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March 14, 2017