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…
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…
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…
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…
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…
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…
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…
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,…
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.…
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…
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 macro markets liquidated with great…
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 centralized monetary politburo. Here is…
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 was primarily to illustrate how…
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 Fed's anti-USD monetary policy as…