Sucker’s Gap in Silver

That thing on Monday had me a little perplexed for a couple of reasons. First, there is the CoT for gold and silver that had been stretched to a degree…

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Sums it Up

Taken from a comment to a post over at Tim Knight's Slope of Hope... Perfect! That is how the whipsaw market driven by the news cycle feels to me. Trump…

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The Continuum is Still in the Deflation Camp

As inflation expectations continue to ease again (daily chart)... The 30 year Treasury yield (AKA the Continuum) has crossed back below the line of demarcation (monthly chart). These indicators are…

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Oil’s Seasonal Pattern

I was entertaining the idea of adding USO or some other crude oil related exposure this morning due to the chart of WTIC, per NFTRH 569's Commodities segment. The gap…

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UEIC Finally Paying Off

This one was brought into the portfolio originally because it was converting to an uptrend and I was watching industry companion CTRL (later added as well), which was subsequently bought…

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Bafflement of the Inflationists

The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is up and yet gold and…

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NFTRH 569 Out Now [w/ edit]

[edit, attn: subscribers] A new, clean copy of NFTRH 569 has been emailed (and archived). Please discard the original. I had proof read it but then forgot to update the…

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We Will We Will Rok u…

Over valued TeeVee company ROKU got killed this week. It started with Apple's news (last week I think) and continued with Comcast's news this week. Analysts are falling all over…

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India: A Long Way From Rajan

I used write once in a while about the economically austere and sensible former Indian Central Bank Chief, Raghuram Rajan. He was essentially pushed out by the Modi government, which…

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Semiconductor Sector; a Market & Economic Leader

The signals have persisted since the May lows in the Semi sector and in the broad markets. Nominal Semiconductor (esp. Semi Equipment) stocks and the sector's market leadership have remained…

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Powell Cuts, Trump Throws a Twantrum [w/ edit]

[edit] I may have misspoken in the post below. If my hazy memory serves I think I remember something about Powell not being a formally trained economist. But it does…

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