Continuum to… Continue?
30-year yield threatens to rise anew Here is the daily chart of the 30yr yield. Looks like a flag breaking out to me. By converting the above to a monthly…
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May 12, 2021
Man Stares at Chart (and graphs), Sees the Truth
This chart indicates 'reflation (still) on' So you see, sometimes a man stares at a chart and that same man sees what cannot be argued. * Man sees the following…
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May 12, 2021
Jobs +266K, Yields Pull Back
All in the service to playing a game of 'Hide the [inflationary] Cheese'... April’s expected hiring boom goes bust as nonfarm payroll gain falls well short of estimates Here's the…
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May 7, 2021
Copper/Gold Ratio: The Truth of the Matter
Commodity bulls are running rampant. It's "inflation all the way, Baby!" and everybody knows this. There are jingles and promotions aplenty out there, of everything from the latest alt. coin…
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May 4, 2021
Another Update of Gold’s Lack of Inflation Utility
Over the short to intermediate-term there are better inflation hedges than gold But then, you knew that already. And as for the miners that leverage gold's standing? These are poor…
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April 30, 2021
Uncle Buck is Not Happy With You, Jerome
US Dollar drops on FOMC nothingburger With due consideration that the days immediately following FOMC's latest do-nothing meeting often swing to volatility, as if they actually did something, we note…
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April 28, 2021
FOMC Week and a New Phase of the Ongoing Inflationary Operation
As the Fed's inflationary operation moves forward... This week we have a meeting of the economic eggheads. But now we play a game of 'will they or won't they?' change…
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April 27, 2021
An Inflationary Slingshot
Cost-push inflation could break out (and a note on gold) Before beginning the post a little context is in order. We (NFTRH) anticipated the current pause in long-term Treasury yields…
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April 14, 2021
Time for a Reminder About TMM (total market manip)
It's all MMT (modern monetary theory) TMM (total market manipulation) A tweet by Fidelity's Jurrien Timmer jogged me back into the reality that for the last year we have been…
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April 13, 2021
Peter Schiff Scares Ma & Pa, Inflation Gets Tuckered Out
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 we are in the business…
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April 7, 2021
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 this. The herds are now…
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April 7, 2021
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 it even one little bit,…
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April 2, 2021
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 far after a recent hiccup.…
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March 30, 2021
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 could have some catching up…
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March 26, 2021
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