NFTRH; Forward Strategy for Stocks, Gold Sector

Inflation/Deflation Any strategy aside from stoically sitting with current positions and macro view (whatever an individual’s stance maybe) will depend on the inflation/deflation dynamic. More to the point, inflation expectations (IE) or lack of same. Earlier this week IE popped upward looking like the reflation trades were kicking in and today was day 3 in a pullback of IE. IE have been rising since the … Continue reading NFTRH; Forward Strategy for Stocks, Gold Sector

NFTRH+; a Day of Signals

The post title mentions signals. Like banks firm but yields dropping (one of these things is off base). Like gaps filling left and right after the goofy upside in momentum earlier this week. Like the VIX finally proving to have been on a bearish signal (of at least minor degree). But as with the Banks/yields, some signals are mixed. It’ll shake out soon to either … Continue reading NFTRH+; a Day of Signals