July 15, 2020 - Notes From the Rabbit Hole

The Big Picture Continuum

The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…

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July 15, 2020

NFTRH Interim Updates / NFTRH+

NFTRH+; Pre-Market Signaling

It appears that the downward market reversal on Monday was another sentiment resetting micro twitch after all. As noted, these happened fairly regularly in 2019. Inflammatory stuff gets in the…

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July 15, 2020