Disaster Averted

When is taking a loss a wonderful thing? Well, in this case it's when you expect a stock market bounce and buy something as part of the market's plunge but…

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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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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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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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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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Gold… Not That You Needed Me to Tell You This, but…

The daily futures chart is breaking the top wedge line that was created after the previous false breakout above the SMA 50. Apparently there is this bull in a China,…

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vs. Gold

Just another update on the view of cyclical and/or risk 'on' items vs. relatively counter-cyclical (and risk 'off') gold. Draw your conclusions as you will using the proximity of the…

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Is it Really the US Über Alles?

Some humble corners out in the frontiers are not buying it. A not so humble (but relatively modestly valued) super power is not buying it either. Even Europe has been…

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