Only 1 Horseman Currently Riding

The Gold/Silver ratio has been spiking upward while the US dollar (UUP shown in the bottom panel) has been pulling back. In that respect this week's proceedings are different than…

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100% Rate Cut Probability

The bond market has been calling (Oh Jerome?) and while they will pretend they are operating business as usual, the Fed is listening. So too are the futures wise guys…

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Yield Curve Steepening Blip

This week's events have even started to budge this holdout into action with a little blip toward re-steepening. I've been wondering if the 10yr/2yr yield curve (source) would start to…

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NFTRH; Then (Q4 2008) vs. Now

Housekeeping note: If you are at all interested in what one casino patron is seeing as events unfold - assuming I am watching the market, which is not always -…

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