CoT to Goldbugs: “Cheer up”

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…

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Ponder the Picture

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.…

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NFTRH+; A hint at least…

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…

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A Couple of Bear Flags…

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…

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Hangin’ Wit Da Homies

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.…

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Hedge Fund Blows Up, Banks Get Whacked

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…

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NFTRH 648, Out Now

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…

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Checking in on the Gold/SPX Ratio

Gold vs. Stocks is a major macro signaler And as yet the signal (i.e. trend) remains positive for risk 'on', for economies, for speculation and inflation. The chart shows how…

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