NFTRH+; the favored plan lives
Yesterday's little contrary CPI bounce has failed as of pre-market this morning. Stocks (ES, NQ, Global) are down and base and precious metals are down as well. They of the…
Yesterday's little contrary CPI bounce has failed as of pre-market this morning. Stocks (ES, NQ, Global) are down and base and precious metals are down as well. They of the…
CPI came out and it was a humdinger! Okay, that hype aside, the play is for a top in inflation hysteria and while the signals have been waning for well…
Another CPI report, another big inflation headline All I can say (publicly) is that we are on track. I was actually concerned that today's headline might be the opposite of…
A scenario that was not mentioned in the previous update is that gold stocks (and other sectors, including the inflation stuff) could rally off of CPI, but that the big…
Gold stocks have been getting sold along with the segment that they should not be overly associated with but unfortunately, are. That is the cyclical inflation markets like commodities, resources…
The T-bill yield continues to ramp upward as inflation expectations pull back The 3 month T-bill yield (green) had been one of our guides demanding that the Fed get its…
John Hussman's July market comment Are We There Yet? I have not read ole' Doc Hussman in years but I've had him linked at this site for many years and…
Metals Commitments of Traders are contrary bullish The gold price chart is looking bad technically. But the gold CoT alignment, especially where the little guy (blue) is concerned, is contrary…
[edit] I did not see the point in holding it further. So I took an outstanding profit and moved on. Great Bear Royalties (GBRR.V/GBRBF) bought by Royal Gold (RGLD) On…
#713 is out and I've gotta run for one of a string of commitments lined up before me this summer. For "best of breed" top down analysis of all major…
As you know, the daily charts are in gross looking patterns, having failed to hold support. HUI has filled its '212 gap' and also has a gap way down at…
Rise in high yield credit spreads threatens recession A rising spread indicates disfavor toward junk bonds (oh so favored during speculative risk 'on' phases) and this behavior can eventually either…
With all the talk of commodities lately, let's not forget Growth/Tech The inflation trades were due for an oversold bounce (at least). But before I started buying back some commodity…
Commodities have been corrected hard, generally to support It is amazing how compressed the cycles are in the markets these days. But maybe it's not so surprising when you consider…