The Treasury has held auctions for long-term Treasury bonds this week. Those are the bond durations that have been the most problematic for the economy and for macro signaling. Strong…
The precious metals led the bearishness, as they often do. It's interesting, although not yet overly significant, that gold stocks are green (along with my software stuff) while other aspects…
Gold and silver continue to be mired in a now maturing correction It has been a long slog since the expected correction began (on the January 29th spike and reversal)…
While the Silver/Gold ratio has not yet triggered the all-clear for a widespread commodity trade, or the mythical commodity 'super-cycle', we have noted that individual commodities will rise and fall…
NFTRH 935 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…
The anticipated Goldilocks macro appears to be in effect, absent some classic signals In anticipating a Goldilocks macro, we (NFTRH) planned for a disinflationary phase, with nominal Treasury yields pulling…
We know that for the last couple of weeks SOX is leading NDX and NDX is leading SPX. The market leadership chain is intact and bullish. But not for everybody.…
I accidentally sent an incorrect password to the first two subscriber groups. Everyone else received the correct PW with the original email. To avoid going to Gmail's spam jail I…
US Stock Market This morning war is in the headlines again, yields and oil are up again, and the beat goes on. It almost seems scripted with the normal seasonal…
NFTRH 934 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 a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot From the standpoint of the most precious metal of…
The subscriber daily blog includes a chart of GDX with a note that I am watching the bull flag that is not yet broken to the upside. Here let's take…
NFTRH 933 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…
The post-FOMC plan has been for an engineered macro to support a market rally into/through the November mid-term elections. Assuming that engineering is successful. This morning in pre-market it's all…