Operation Twist 2.0? Bessent & Warsh Work the Yield Curve
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
For the benefit of subscribers who do not follow the in-day/week blog, * I clipped one of today's entries because it potentially has macro relevance. More to come, likely in…
Excerpted from the August 23rd edition of Notes From the Rabbit Hole Before Getting to the segment, I just found out that during the same week Bessent announced a stimulative…
NFTRH 929 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
As you know, we have had simple Fib retrace levels (corresponding with resistance) for upside targets on the HUI Gold Bugs index. The less favored target was the 50% Fib.…
NFTRH 928 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
After the rally completes, a precious metals pullback is likely upcoming, to be followed by resumed broad market leadership How We Got Here 2025 was a stellar year for the…
Yesterday's NFTRH+ update noted current resistance and a higher resistance level for HUI, each corresponding with Fib retrace levels. Predictably, Huey is having a bit of an issue at resistance…
Often I display charts with a few words in the Daily Market Blog. But I don't want to forget that NFTRH+ is about more than macro market updates. Sometimes I…
The bounce/rally is on (duh). We knew that this was very likely off of oversold conditions and dramatically reduced risk. What we didn't know is the nature of the rally.…
A video with TA on stocks, precious metals and ratios for macro indications Settled in my new downsized home after two years of apartment living, I have a real office…
NFTRH 927 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
If ever there was a week for the market to go my way and in line with current short-term analysis, this is that week (the move from hell drags on,…