When writing things from a contrarian perspective, like the preceding post discussing a bullish contrary setup for the 10yr bond, I find it helpful to remind readers who was bearish…
The risk in the Treasury Bond/Note market is in not having any Treasury bonds. At least that is what the sentiment backdrop is saying. I hold a ton of SHV…
Per the latest Gold Prices This Week and Next Week's Outlook article... Silver in Position to Lead Gold Still working the theme, although silver is sure taking its time getting…
It took only 42 pages to make all the points I feel are necessary (or that I wanted to make) after a supremely eventful and fun (yup) market week. It…
US Stock Market We will update global markets as well as the macro situation in NFTRH 486, but for this article I'd like to focus on the US stock market.…
Positive changes in the CoT this week, especially in Silver where the goons are backing off while the large specs go the other way. Subscribe to NFTRH Premium for an…
Okay, a little play-by-play sports fans. I covered another short (on SOXL) and still have the bullish feelings (short-term only at this point) welling up within me. Can SPX go…
This was the vehicle I shorted on a second go-round against Real Estate (IYR was used the first time) as Amigo #2, the long-term yields Amigo, was rising toward its…
Rob Hanna is a Quant, which means that he makes his bones by formulating probabilities based on historical facts. He calls this market situation abnormal to history and recommends going…
From an NFTRH update yesterday after the market's reversal and big bounce... For a market that was primed for a drop, the back up in long-term yields provided the spark…
Because it is so important to our macro work, let's update again the counter-cyclical metal vs. some positive cyclical items, using the respective ETFs. Gold/Oil continues to work at grinding…
[edit] After communication with the site's owner I've learned it's not a nefarious thing. He thinks he requested permission but can't find the email and I don't remember it. Regardless,…
On Monday I did a public post, sketching up a forward look at the S&P 500 using the chart below. Aside from the fact that A dropped further than my…
Too many gold bugs are either still pimping the 'inflation trade' or digitally pleasuring other gold bugs with predictions based on inflation. From my favorite example of this behavior just…