NFTRH 560 Out Now
The screenshot hints at the content, which I found personally very helpful to work through this week, given a multitude of indicators and trends, some of which appear at odds.…
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July 14, 2019
And Now a Word From a Zombie…
Both compliments of MarketWatch, this morning's Debt Zombies article I highlighted was something that I thought highly of, obviously. The writer is no b/s and clear. The "debt Zombies" theme…
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July 12, 2019
Debt Zombies; the Very Essence of an Inflationary Crack-Up-Boom
Isn't that how it goes? A society (or in this case several developed societies now competing in the currency war) collectively spends more than it has saved and individually its…
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July 12, 2019
Very Long-term Silver
Just for fun because I am a chart guy who all too often bores you (and me) to death with ratio and indicator charts and all too seldom makes charts…
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July 11, 2019
A Logical Progression for the Banks
Would it not follow that companies who borrow short and lend long (i.e. as banks are usually thought to do) would benefit from the increasing spread between long and short-term…
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July 11, 2019
Commodities vs. SPY
I focus a lot on gold and that is because it is the constant 'asset' that sits in a weighty fashion doing nothing while all the other stuff orbits -…
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July 11, 2019
Yield Curve Continues Firm Rebound
Jerome Powell (I have to believe purposely) rammed it back into gear. Deflationary or even Goldilocks signaling will not do. I don't pretend to know exactly why, but it appears…
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July 11, 2019
Who’s Got the Most Ammo in a Currency War?
You would think logically that the nation and its central bank that have had the strongest currency and firmest policy (I know... but work with me here) over the last…
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July 10, 2019
Powell Doves, Yield Curve Spikes and SPX Hits Target
The CNBC headline tells the story. Here is the bump in the yield spread, which never did make a lower low and thus, held its steepening potential despite the recent…
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July 10, 2019
Powell Tips His Hand
We noted yesterday that it is Fed Hype Week. A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has…
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July 10, 2019
Stocks Still Highly Suspect in Relation to Gold
Here's SPX (SPY) vs. gold (GLD) showing two down-turning moving averages, which means the beginning of a potential new downtrend. If SPY/GLD takes out the moving averages then we can…
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July 9, 2019
“Gold and Inflation Expectations”
I don't want this website to be a place where one guy puts out his views and expects readers to agree with everything or even assume that the source is…
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July 9, 2019
It’s Fed Hype Week
A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has instigated some market noise with the theme being a…
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July 9, 2019
Medical Devices: Negative Political Hype Was Opportunity
Back on April 21st NFTRH 548 noted that the medical device babies were getting thrown out with the politically hyped bathwater that was submerging the Healthcare sector. I finally took…
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July 8, 2019