What’s This? The Miners are Up Today?

Much to the bewilderment of inflationist bugs everywhere gold stocks are doing this today while commodities and inflation expectations continue to tank and the stock market goes in the crapper. …

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Who Was Lying?

We wondered in a post this morning whether USD or some anti-USD markets were off base as all items were firm. Answer: Uncle Buck had stepped off sides and afoul…

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NFTRH 526 Out Now

As usual, the screenshot gives the briefest of summaries about where we go this week. Very helpful for me, which I hope means very helpful for you. There is no…

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Gold and Silver Commitments of Traders

The metals got gooned up a bit over the last week and as of Tuesday (the day both metals had their low close for the week) open interest had surged.…

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Yet Another Case for the Long Bond

In this post Steve Saville shows the long-term correlation between the 30yr bond and the Gold/Commodities ratio. Revisiting the Age-Old Relationship Between Interest Rates and Prices Almost as if Steve's ears…

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Lefty on the Pot Craze

I am not sure if it's actually Andrew Left or someone else at Citron who wrote the note linked below, but I suspect it is him. You may recall that…

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