Franco Nevada stock (FNV) leads again Early in the year we noted that FNV would lead them. Sure enough, it did; to a strong, tradable, but ultimately failed rally. Then…
The Baltic Dry Index has dropped hard I most often use the MSfM as a contrary indicator as you probably know. But this morning CNBC provided me with a valuable…
The copper price is still in a bullish flag As long as the good Doctor maintains the up-trending 200 day moving average it's a bullish - or at least up-trending…
USD (DXY) continues to rise as a divergence to the inflation trades Fed-stoked casino patrons (including your local writer) have been inflation trading for much of 2021, and on CPI…
A quick snapshot of gold and silver, post-CPI. Okay then, it appears gold's wearing its inflation suit. This morning team pom pom cannot complain about a nefarious smack down after…
CPI inflation ramps up to no one's surprise Here is the headline from the media (click for the article)... Here are the nuts and bolts from BLS (click for the…
A few pictures and impressions, pre-CPI. It is possible that the HUI/SPX ratio double bottomed in early November. Of course, that could also have been said in April with a…
One indicator of the inflation trades may be starting to fail With the understanding that inflation expectations continue to be in post-FOMC recovery mode and that there are few danger…
The Silver/Gold ratio is lurking in an interesting pattern We've been noting in NFTRH to "watch silver" for its relationship to gold among other things. In my opinion silver holds…
Fanuc is a Japanese company that produces robots and CNC machinery for manufacturing. It has heavy footprints in the US and China, among other global areas. I am also a…
Tell 'em screenshot. Scratch the surface of what you're all about so that the nice people might get an idea of the value you provide. NFTRH 680, out now... For…
It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year... 20+ year... Have a nice weekend. For "best of breed" top…
DVAX defenders gonna defend; but against what? I touched a few nerves with my insulting comment about DVAX as it gets walloped, post-earnings (in which revenue soared but so did…
A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it's a big market…