March 17, 2022 - Notes From the Rabbit Hole

The Pigs are not leading yields

Bank sector negatively diverges long-term yields As long-term yields rise to tick the 2.5% to 2.7% target zone on the 30yr, the Bank sector seems to have other ideas. Like…

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March 17, 2022

Fed not hawkish; hellflation or liquidation ahead [w/ edit]

Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…

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March 17, 2022

NFTRH Interim Updates / NFTRH+

NFTRH; Gold, Silver & HUI (& some miners)

Yesterday FOMC laid a small, dovish egg on markets that needed something more. Sole abstainer James Bullard wanted .50 instead of the .25 that came. The problem being that the…

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March 17, 2022