The 2 Horsemen of the (would-be) Apocalypse have been delayed, if not rescheduled. Review: When the US dollar and Gold/Silver ratio (GSR) rise (ride) together the implication is market liquidity…
The summer (inflation) cool down continues... We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the…
Copper (cyclical metal) vs. Gold (counter-cyclical) is breaking suspect Using the ETFs (CPER & GLD) we find a fairly nasty looking potential shaping up in the Copper/Gold ratio. Despite America's…
The copper price is testing daily chart support It's not just copper that is calling the inflation-fueled reflation view to task. Long-term yields and 'inflation expectations' gauges are as well.…
I've been having an issue with Telstra 'bigpond' email servers blocking emails to a few subscribers in Australia. Anyway, Paul responded after I attended to the issue and with his…
US Government to put on debt ceiling Kabuki Theater Debt is the fundamental underpinning. How scary is that? Not very since it has been the case for decades in what…
NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…
A review of the situation in gold stocks It is in essence a year ago that Warren Buffett ill-timed his entry into the gold stock sector, unwittingly calling a top…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
What if FNV, which bottomed and launched first and best to signal the March gold stock rally is signaling a new leg up now as it failed to top out…
The US government finally got together on a new $550b spending (more cost-push inflation) plan. It includes spending of money the government never had until the Fed printed it and…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
I'll start this brief update with a question. How damaging was that #silversqueeze promotion to inexperienced, gullible true believers, anyway? Silver's daily chart has dropped out of the little bear…
An update of the 2 riders opposing a would-be renewed inflationary reflation trade. To review, the Gold/Silver ratio is an indicator of failing market liquidity when it rises and the…