We have managed the 30yr yield Continuum all the way up to the caution area (2.5% to 2.7%). I believe that there will likely be higher to go in yields…
The Gold Miner correction was well earned, but it was not a bubble Even today there is some pablum out there talking about how if inflation is good for gold…
Gold and Silver CoTs will likely show continued improvement on Friday As gold continues to break down from the beer flag its Commitments of Traders will likely show improvement on…
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole' Bill is lookin' good in his bond bear call so far after a recent hiccup.…
Against a backdrop where Zero Hedge notes that 77% of Americans are worried about soaring inflation... Just look at the graphic in the tweet above. A big rat is…
Back in late December I added a boring drugstore (WBA) for a trade that worked well off the bottom. Here is another boring drugstore in a different type of setup,…
With gold and silver getting roughed up today I was looking at my FNV position earlier and wondering why it was so strong while most gold stocks were also in…
Bear (Beer) flags in two seemingly unrelated items But are they actually unrelated? Neither of them likes the rise in long-term yields currently ongoing. So there's a common thread. The…
Aerospace & Defense sector is doing well lately I originally entered this space per this NFTRH+ update (now public) as a potential trend changer. It's another 'so far, so good'…
Home builders MHO and PHM looking bullish MHO was added back in February for this bullish weekly chart, per NFTRH's Stocks of Interest segment. it's tacked on 15% so far.…
Archegos Capital Management Gets Margin Calls, Defaults I sense an opportunity of some kind here as a hedge fund blows up and exposed banks get hammered. Now, if I can…
It includes an opening piece on gold stocks that I may publish publicly later on. It was inspired by two things; 1) a talk with a friend while on the…
The CRB index is in a minor disconnect from inflation expectations (RINF) It's a disconnect on the short-term, at least. If/as the reflation continues CRB could have some catching up…
The US dollar has taken out the daily SMA 200. It's still in a major downtrend but it's also still bouncing and therefore, capable of eliminating the downtrend. To do…