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
Category: Inflation & Deflation
Steepening Yield Curve Demands Your Attention
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
Banana Republic Update
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
Pivotal Juncture for the Reflation Trades
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
Inflation is Falling!
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
Palladium/Gold Ratio
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
2020: The Year the Latest Inflation Operation Began
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
Yield Curve Also Rises
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
Inflation or Liquidation?
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
Doctor Copper: “Don’t Panic, Reflation Traders”
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
Behold the Faces of Dogma
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
There Goes the Long Bond’s Yield
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
US Dollar
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
Gold/Silver Ratio & USD: Tonight We Ride
…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…