As inflation hysteria continues to cool, the Copper price continues to weaken It looks like the SMA 200 or bust. If copper holds the SMA 200 it won't be a…
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the "metallic credit spread" (as coined by Bob Hoye) known as the Gold/Silver ratio…
Let's get through CPI tomorrow to see if there are any surprises to the view on the effects of the Fed's printed inflation and the government's pushed inflation. I don't…
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed's printed (funny) munny and the government's cost-pushing into the…
The summer (inflation) cool down continues... We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the…
The copper price is testing daily chart support It's not just copper that is calling the inflation-fueled reflation view to task. Long-term yields and 'inflation expectations' gauges are as well.…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
Pring Inflation index recoils from target I have not looked at this chart for months, but it was created last year, maybe even a full year ago as we got…
The copper/gold ratio continues to be stalled where it was supposed to stall The global economic reflation instigated by balls out inflation (steroidal money printing and subsequent cost pushing) halted…
As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…
Disinflation was led dutifully by the TSX-V/TSX ratio Back on June 21 we noted that the TSX-V/TSX ratio was negatively diverging inflation expectations. That is the ratio of Canada's speculative…