Gold/CRB ratio indicates a positive risk vs. reward for gold over commodities Most of the 2020 risk in Gold/CRB has been bled out over the last year. Sure, the ratio…
Palladium is another headline commodity in crash mode. This is the Whack-a-Mole market brought to you by the Federal Reserve's regime of Inflation onDemand. One gets smashed down, another pops…
Long-term Treasury bond fund TLT is on an attempted breakout of its own. Ref. the previous update showing the Energy sector trying to do something similar. It's a super interesting…
The Energy sector ETF is attempting to take the SMA 50 and the neckline to a pattern today. If this is successful a healthy RSI and positively diverging MACD could…
CPI comes in cooler, market cheers... So CPI is cool enough to settle the nerves of Fed-obsessed casino patrons and machines alike. Consumer prices post smaller than expected increase in…
A picture of various reflation-sensitive markets vs. SPY/SPX The picture says that equity-centric reflation markets are struggling to regain uptrends relative to the broad SPY/SPX, and indeed are maintaining the…
After 'Flation Friday's inflationary headlines USD (DXY) continues to recover, taking back the daily SMA 50 this morning. Its fellow disinflationary rider Gold/Silver ratio continues to recover while nominal gold…
Never would I have thought 11 pages would help me out so much, but that is the point; cutting out the frills and getting to the 'top down' macro is…
Queens of the Stone Age - Auto Pilot Kind of how I feel with this friggin' market that has not yet triggered my indicators... on auto pilot! I love the…
Norvista Capital touts Great Bear Royalties (GBRR.V) And that is fine by me. The majority of my shares in GBRR.V and GBRBF came cheaply via spin out from my shares…
[edit] Of course, every big buy in gold is a "whale purchase" or some other legit sounding thing while every big dump is a "paper sale!" to manipulate the price…
PPI +8.3% from August 2020 Producer inflation accelerated in August... So the dominant trend (in place over decades) is for declining Treasury yields with the implication of structural deflation. I…
The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…
Our 30 year Treasury yield 'Continuum' chart indicates that deflation is the dominant trend, but... Steve Saville has written a post that got me thinking about carts and horses and…