Reference this post from December 2016... Bonds: 90% of You Are Herding ...and this sentiment graphic (source: Sentimentrader w/ my markups) from that post and the bullish implication it carried:…
No. I am the one after all with all the red arrows on a chart I call the continuum, aren't I? My view is that the odds are that this…
So I increased my position against junk bonds. A possible H&S top forming in HYG. As long as the now down turned SMA 50 contains the price this chart will…
Some messages from bonds this week, and mercifully no mention of the Amigos even though 2 of them are implied below. :-) 2s and 10s are accelerating the uptrend and…
Look, I know I am the boring macro guy. I know you want me to tell you when gold stocks are going to go up or how long this tech…
I am staying patient on this not only because the daily charts have not completely given up the rising yields play, but also because the monthly charts still look poised…
[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my…
The US currency is up this morning and surprise surprise, gold, among other things is down (gold bugs should not be in worry mode, they should be in general preparation…
I've added to my position in SHY, a short-term Treasury bond fund that I use as a 'cash equivalent' and find to be an excellent portfolio balancer, among others. I…
I tend to cringe when newsletter writers, bloggers and various other would-be geniuses tout their winning calls because for every call broadcast to the world there are usually at least…
Excerpted from the June 25 edition of Notes From the Rabbit Hole, which also included comprehensive analysis of US and global stock markets, commodities, precious metals and stock charts galore…
The top panel is junk vs. long-term Treasury and the bottom panel is nominal junk. HYG/TLT is poking below the 200 day moving average today with a support line just…
The wash-rinse-repeat cycle continues along in Treasury bonds and Bloomberg and its poster girl of the day for an alarming headline, Louise Yamada, may finally be right a half a…
The 10yr yield has formed a pattern that has some potential at least. On its own it does not support a bullish view on yields (bearish on bonds), but suffice…