Time to Talk Bonds Again
Over the years we've made a pretty big deal about how the herds get put off sides in bonds prior to macro cycle changes. The 2008 deflationary event put 'em…
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June 4, 2019
NFTRH; The Nature of the Gold Stock Launch
Impulsive rallies can be blow off ending signals when they come after long up trends and amid over valuation. One recent example was the January 2018 manic blow off and…
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June 3, 2019
NFTRH; Gold, a Key Currency Pair and an Implication
I am far from an expert on why the CNH/USD currency pair and gold had traveled so well together. But I do have eyes and can see that they have…
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June 3, 2019
A Tri-Metallic Live Chart Update
In order of appearance these metals are the cyclical inflation signaler, the counter-cyclical relative disinflation signaler and the really early and intense inflation signaler (at least in its relationship to…
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June 3, 2019
Making America Mediocre Again?
I wrote this one page article for the Opening Notes segment of this week's Notes From the Rabbit Hole. At the end of the post is a really interesting interview…
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June 2, 2019
NFTRH 554 Out Now
I am probably going to be seeing bearish US stock charts in my sleep tonight because a ton of them are breaking ugly on daily charts. The market will have…
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June 2, 2019