Media Jawbone of all Jawbones…
"All eyes are on Powell’s widely anticipated 10 a.m. ET speech at the central bank’s annual symposium in Wyoming." Oh really, Mr. MSFM article? Really? All eyes are on Powell…
"All eyes are on Powell’s widely anticipated 10 a.m. ET speech at the central bank’s annual symposium in Wyoming." Oh really, Mr. MSFM article? Really? All eyes are on Powell…
It is still summer silly season and as such it would not be surprising for ES to hold support here and take one more lunge upward during the pre-FOMC time…
Commodities get a second wind As illustrated in an earlier post, commodities and inflation trades in general are getting relief right in line with recovering indicators like the Copper/Gold ratio.…
Doc and the old man: A likely false dawn amid summer relief Many indicators became overdone to the downside in June and July. Certainly sentiment indicators did. But so did…
Gold promoters' selective thinking Can you imagine if gold got clobbered by 7% in a day? It's an attack! The cabal is at work here! It's JPM and those rotten…
Just a quick FYI that the gap in gold and the implied gap in silver have filled. The chart shows GLD and SLV. I sold AEM earlier but may need…
Back to a normal PDF report this week. A report with logical indications implying logical outcomes. NFTRH 719, out now. For "best of breed" top down analysis of all major…
Yesterday we noted the bullish moves in USD and the Gold/Silver ratio, giving a clear and negative macro signal. Today, insofar as certain/many asset markets have been 'anti' yields in…
If you are like me you may have had some measure of mental macro whipsaw recently as the short-term signals bounce from disinflationary/Goldilocks to inflationary and back again. Fairly annoying.…
Dynavax stock plummets after decision not to sell [edit] Oh and look! There's a 'golden' cross of the moving averages soon met with the inevitable move in the opposite direction.…
Nutrien stock (NTR) continues to punish the 'death cross' view Well, here is another example (frankly, I can't remember a single example when a 'death' or 'golden' cross ever worked…
While gold stock macro fundamentals remain a work in progress (in need of a reversal back to bearish in stocks and a continuation of gold's recent moves vs. commodities) gold…
Global shipping prices are dropping while commodities and inflation expectations remain aloft When viewed in the context of history, it's not something that makes sense right now. Global shipping costs…
It's the final stages of the originally planned summer rally window from July potentially into September. It is the final stages because the current plan will either play out with…