The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Our existing theme is very generally for the inflation>disinflation>deflation scare progression to play out. The potential theme that I galaxy-brained in NFTRH 756 is that gold could continue to under-perform…
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
As you know, NFTRH 756 put its thinking cap on right in the middle of yesterday's report. This resulted in a potential change of tack going forward from the disinflation/deflationary…
The US dollar got knocked down this morning as the Fed prepares to launch what I believe will be its last volley of support for the reserve currency. But USD…
"The metals" is not a thing says the Copper/Gold ratio; but a more in-depth macro view is required as this Greed/Fear ratio breaks down To preface, I have no right…
In microcosm the markets did what they (IMO) should do. Gold stocks went up at the dawn of a positive fundamental phase and most everything else went down at the…
CME Group shows this to be the last Fed rate hike of this cycle Of course, all you have to do is look at the indicators beneath the surface to…
Steve Saville checks in with a perfect post on money supply and the Fed Coincidentally, I used this chart of M2 to show the drastic percent change from a year…
Good cop (QQQ/SPY ratio) is holding the bull flag and turning up. I assume the happy stuff out of Microsoft is boosting spirits. Reference the original Good/Bad cop update. In…
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
A quick look at two items, the guide for a bullish market (QQQ/SPY, also noted in NFTRH 754) and XLV/SPY (which is a defensive sector vs. the broad market and…
