Weak USD, strong EM debt... logical and expected From the December 14th NFTRH Trade Log... Here's the daily chart, which includes dividends. A chart without divies also shows a notable…
The Copper/Gold ratio broke down as expected in 2022 In 2021 we noted for month after uneventful month the most recent consolidation at resistance by the ratio of the copper…
The move being the pullback in long-term yields this morning, which would be in line with our view of disinflation and a pivot toward the favored counter-cyclical 2023 view as…