The reality, which gold bugs need to accept, is that cyclical inflationary forces are still dominant Not many market or economic indicators are clearer in

The reality, which gold bugs need to accept, is that cyclical inflationary forces are still dominant Not many market or economic indicators are clearer in
If the yield curve is steepening under inflationary pressure (as it is today) your attention is demanded as an investor because 2020 into 2021 is much different
We’re still on the way. We have a president driving his political party ever deeper into the Guyanese jungle, even as some jump off the
RINF (inflation expectations) has sagged to its trend marker (SMA 50). As has TIP/TLT. While the heretofore inflation signaling yield curve has also eased a
No it isn’t. The promoters of the next inflation problem are hard at work and one month’s twitch in a southerly direction will only serve
Today is a bit of an anti-inflation, anti-value, pro-growth whiff as Tech stocks out-perform and long-term yields (but not the dogged yield curve) back off
I have little doubt this is going to fail as all other inflationary operations have done. It will either fail here in 2020 as a
Not only are stock markets and yields rising, but so too is the yield curve steepening. Just a note that a process that has been
Conventional and traditional market analysis talks about investing as if it is a logical or normal discipline; as if there is a right way or
Doc’s advice is not to let your anxiety reach unhealthy levels. Doc says “take a deep breath, relax”. That’s what Doc says today. He’s been
Well, Daniela is a relatively pretty face who’s gotten a new gig at Stansberry, simply doing what her new bosses tell her to do. But
I can’t shake the feeling that we are at a meaningful juncture, as the yield on the 30yr Treasury bond continues to bounce. It’s still
Per the NFTRH Trade Log last Thursday: “I just took all profits on what were by far my largest positions, Euro short EUO.” Why? Because
…this is the night we ride This ain’t the Garden of Eden, there ain’t no angels above, and things ain’t like they used to be…