Get ready for the Yield Curve Steepener
Yield Curve continues to steepen after the recent inversion I do believe that we have ourselves a Yield Curve steepener on our hands. Here is the new steepener in the…
4 Comments
April 11, 2022
NFTRH+; opening gap filled
Very simply, the miners jumped at the open and left a gap. Now that gap is filled on the GDX chart. It's better to have it gone than still in…
Comments Off on NFTRH+; opening gap filled
April 11, 2022
Behold the sheer beauty of the Continuum
The long bond's yield pierces the limiters We have had this very event on radar since we began projecting it as the Fed was inflicting the inflation upon the financial…
Comments Off on Behold the sheer beauty of the Continuum
April 11, 2022
NFTRH 701, out now
Look into the eyes of the hawk. Think about how the hawk has dragged its talons all along the way to inflationary overload. Now the hawk speaks after the indicators…
Comments Off on NFTRH 701, out now
April 10, 2022
Gold stocks hanging tough as the macro slowly shifts
HUI Gold Bugs index on the bull theme As Huey pushes his cart of rocks uphill. Back in December we not only projected 2022 to be a golden year for…
April 8, 2022
Admin note…
I've come across an issue whereby some comments by readers come through and others just go to outer space, never to be seen again. Checking with Wordpress support it appears…
April 8, 2022
NFTRH+; a big move in this key macro indicator
The trend remains down in the 10-2yr yield curve, but I'd say a 92% jump from inversion in the steepening direction is notable and demanding of our attention going forward.…
April 7, 2022
NFTRH+; status of gold ratios
Here is the updated picture of the macro we want to see engage for a clear bullish macro-fundamental view of the gold mining sector. Gold/SPX is constructive to have bottomed…
Comments Off on NFTRH+; status of gold ratios
April 6, 2022
NFTRH; the way I see it
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
Comments Off on NFTRH; the way I see it
April 6, 2022
Banks/Broads in the face of elevated L/T yields
Not very happy signaling from the Pigs Neither nominal KBE... ...nor the KBE/SPY ratio are looking very good in the face of rising yields. Indeed, KBE above is in a…
April 5, 2022
Lael (big) Brainard jawbones the market
Lael Brainard jawbones amped up rate hikes I was doing something non-market for a while, came back and saw my holdings having taken a bit of a haircut since last…
April 5, 2022
NFTRH 700, out now
700... hmm... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic…
Comments Off on NFTRH 700, out now
April 3, 2022
Gone Sideways
I am not sure what the title means because I am not even sure what the words mean. I just slapped 'em in there to see what vocals would sound…
Comments Off on Gone Sideways
April 1, 2022
Yield Curve inverts; gold awaits
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
Comments Off on Yield Curve inverts; gold awaits
April 1, 2022