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 indicating a cyclical vs. counter-cyclical…
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 than the long phase from…
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 wagon in disgust while others…
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 bit. The wild card here…
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 to keep them hard at…
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 a bit. Also, there is…
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 balls out good try by…
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 in play since August 2019…
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 wrong way to do it…
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 known to flip prescriptions, however.…
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 the guy on the right…
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 a daily chart downtrend, but…
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 the profits were there. Why?…
...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... Well, for a day at…