February 15, 2018Notes From the Rabbit Hole

The Age-Old Question; Inflation or Deflation?

I try to have a lot of different ways of looking at the macro backdrop because if enough of them imply the same thing then a strong probabilities-based thesis can…

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February 15, 2018

Gold

IKN’s Gold Bug Manifesto

Seriously, he does not often write long posts on the blog (and indeed, this is an excerpt from the venue where he does take a lot of time and care…

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February 15, 2018

NFTRH Interim Updates

NFTRH; TA on the S&P 500 and a Few ‘Internals’ Snapshots

We have not looked at the market's internals and relative sector performance for a couple of weeks because the market cracked, was in motion and straight TA took precedence. But…

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February 15, 2018