Why Gold?
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
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March 31, 2023
NFTRH+; in the face of USD weakness…
As long as the US dollar continues to correct (attended by the declining Gold/Silver and rising Silver/Gold ratios) it looks like Global markets are catching a good bid along with…
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March 30, 2023
NFTRH+; updating this key indicator from NFTRH 750
The Silver/Gold ratio continues to flash positive, short-term (ref. NFTRH 750) The Silver/Gold ratio (SGR) is an indicator favoring inflation and cyclical markets when it is rising. Recall that it…
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March 29, 2023
Cidara Therapeutics (CDTX): Seriously?
Cidara Therapeutics stock (CDTX) dive bombs, fills gap, tears ass Seriously? The history is that this was brought to my attention by subscriber RK, a learned guy about the Biotech…
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March 28, 2023
NFTRH 750 w/ reference to commodities
A brief segment on commodities, as we anticipated a potential rotation from Tech leadership to a temporary revival of some of the inflation trades Per the NFTRH trade log yesterday,…
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March 28, 2023
Gold and SPX (GC & ES): Surprised?
Gold and SPX (ES) are doing what a sentiment relief bid would do The supposed banking "crisis" is an excuse to spur over-bearish sentiment into what I think may be…
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March 27, 2023
NFTRH 750
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
March 26, 2023
NFTRH+; watch these parameters on silver
While the chart of silver does not show gaps and is breaking bullish (having taken out the key 22 area resistance once again)... Silver ...the chart of SLV shows a…
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March 24, 2023
USD and Gold; what gives?
USD and gold have both been firm (this morning) against a steepening yield curve It's a deflationary yield curve steepener, as evidenced by both the 10yr and 2yr yields dropping…
March 24, 2023
New audio/video: SPX and some risk indicators; pleasure then pain
The S&P 500 (weekly, log scale) and a few of its risk indicators Progressing along and gaining a comfort level with this medium, here is the latest macro blurb to…
March 23, 2023
NFTRH+; if this is a bear flag…
If SPY's daily chart has been rising in a bear flag after testing the key December low, then we'd have to think about calling an end to the Q4-Q1 rally,…
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March 22, 2023
Neat little bear flag in DBC; inflation trades need not apply
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
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March 22, 2023
NFTRH+; Sector relative performance (important update, IMO ;-) [w/ corrective edit]
Here on Fed day I want to talk about things other than the Fed and its upcoming .25% rate hike. We have not reviewed sectors relative to the S&P 500…
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March 22, 2023
NFTRH+; the inevitable band-aid brigade
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
March 21, 2023