We had projected some issues for gold when a short-term top developed for long-term Treasury bonds due to the bound at the hip relationship between
Category: Bonds
T Bond Short Bottoming Again?
I used the last bounce to unload one position in TBT at a very good profit, while my existing position – part of my home
Even Steven [w/ edit]
[edit] As per the NFTRH Trade Log a few moments ago… 9.13.19: Taking profit on 2nd TBT position (still holding 1st as part of the
What Thing Looks Like the Other Thing?
I thought so… The Bond Yield Continuum and Gold Gold’s vulnerability, in theory at least, is the fact that it has gone hand in hand
Bob Hoye on Bonds & Precious Metals
You may or may not know that I consider Bob Hoye an influence of mine. Many years ago his views, especially about the proper fundamentals
Twits on T Bonds & Gold/Gold Stocks
I found this pretty humorous since I am personally printing a big loss on my TBT position. He’s making even better bank today if he
When the Bond Bubble Blows Up
Amazing isn’t it? It was only back in H2 2018 when everybody but you (because you are as smart as I think you are or
The Bond Yield Continuum and Gold
Have you heard the news? US Treasury bonds are sky rocketing as it turns out there is no inflation amid a global central bank NIRP-a-thon
When Deflation is in the Air
When deflation is in the air you have people getting hysterical about negative interest rates and safe haven Treasury bonds. You have people telling us
A Makeshift Yield Curve Steepener
I have held SHY (1-3 year Treasury bond fund) as a cash equivalent for many months now. It’s paid out a lot of good income
Time to Talk Bonds Again
Over the years we’ve made a pretty big deal about how the herds get put off sides in bonds prior to macro cycle changes. The
The Inflated Sub is Losing Pressure
The charts are super interesting to look at. How quickly things turn, as if on a dime. 2018 featured a break above the Continuum’s limiter
Junk finally cracks
Dividend unadjusted HYG broke down a few days ago and for months now we’ve been noting the breakdowns vs. Treasury and Investment Grade. But today
The Macro TIPS Toward Inflation Protection
No long-winded post about what I think it means. Just a picture of the ‘inflation protected’ US Treasury bond iShares (including dividends) hitting new highs.