March 14, 2023 - Notes From the Rabbit Hole

Macro transition; Goldilocks now, deflation later

The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…

2 Comments

March 14, 2023

Commodities / Public

Agricultural commodities vs. Livestock, why the disconnect?

Agricultural commodities are in decline while Livestock are ramping Here on CPI day, I thought it would be interesting to look at agricultural commodities along with the livestock that consume…

7 Comments

March 14, 2023