CME Group are either taking the bait on all the jawboning going on lately that has driven up Treasury yields and supported the US dollar, or there is still more…
It's noisy out there. It always is, but this week seems particularly noisy. We have the debt ceiling theater ongoing with the likelihood that both sides will try to extract…
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
Gold price suppression is the excuse du jour for its lack of relative performance; but that is not the reason First let me get this in print up front; the…
Admin first. As mentioned previously, I'll be away from my office for the rest of today and all day tomorrow. NFTRH 758 will be published on Sunday as usual. Now…
As noted in a post earlier this morning, the debt ceiling Kabuki dance is likely just that; theater, a stage for a great meeting of the minds of two sides…
Senator McCarthy: "I think at the end of the day we do not have a debt default" What, you thought the debt ceiling debate was not a Kabuki dance for…
Quick look at USD and the Gold/Silver ratio (GSR), the 2 riders of the (would-be) liquidity Apocalypse... daily charts I will be out the rest of the day (also all…
Did Argentina just de-dollarize? No, says Keith. Quite the contrary. Did Argentina Just De-Dollarize? For the DoD (Death of the Dollar) brigade it's always a good time to find a…
Paul Tudor Jones sees stocks going higher upon Fed rate cycle ending Well, he does not refute my view directly because this market luminary (who is much more respectable than…
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
Inflation is moderating to the degree that even the herds are fully aware and anticipating the end of the Fed rate hike regime.Yet earnings are generally exceeding reduced estimates and…
Silver has been the leader. Now comes a test of its leadership. Our two key projected support levels were the January topping cluster in the 24s (being tested now) and…