First I disclose that I mostly agree with Schiff here and have agreed with a lot of what he has said over the years. But
Category: Inflation & Deflation
Copper/Gold Ratio to Follow Fed’s Course?
The headline industrial metal, Copper, in relation to the precious metal, Gold, has been rising for a year now. You, I and Captain Obvious know
A Decidedly Different Look at the ISM Report on Business
ISM’s Report on Business (RoB) blisters upward, but… My former residence within the real economy was right here, in the manufacturing base. I don’t miss
Ponder the Picture
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole’ Bill is lookin’ good in his bond bear call so
Commodities and Inflation Expectations
The CRB index is in a minor disconnect from inflation expectations (RINF) It’s a disconnect on the short-term, at least. If/as the reflation continues CRB
The State of the Macro
It’s the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the
Yield Curve Steepening Continues
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty
“It’s inflation all the way, baby!”
Below is the ‘Opening Notes’ segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment
Herd, Not Herd
The reflated raft of assets floats one way, gold the other It’s simple. Everything is herding in the northerly direction at the behest of the
Promoters Gonna Promote [w/ edit]
It’s a sign of the times as inflation lifts most boats and creates experts geniuses gurus swamis err, promoters a dime a dozen [edit] Thanks to subscriber
Buffett Buys a Copper Stock!
Just kidding. Warren Buffett’s Berkshire Hathaway may or may not own copper stocks. I did not dig deep enough to find out. For the purposes
Just Another Cyclical Bull Market
TSX-V is in a cyclical bull market The TSX-V, which has been one of our main post-crash inflationary guides, has joined the likes of the
As the Inflation Continues
As the inflation continues… We find charts doing exactly as would be expected under such circumstance. This weekly chart shows Long-term Treasury yields rising in
The Yield Curve is…
You know what the Yield Curve is doing It is steepening to the tune of a new high as the inflation trades press on. FYI.