The Silver/Gold ratio (SGR) indicated an inflation bounce when silver tanked key long-term support at 14, reversed to close March back above it (potentially screwing deflationists not mention silver bears)…
Excerpted from the March 29th edition of Notes From the Rabbit Hole, NFTRH 596, this segment was written before the segment on the Fed-Treasury-government 'merger' that threatens to turn the…
Excerpted from today's edition of Notes From the Rabbit Hole, NFTRH 596. I may publish another segment on inflation that goes well with this one later in the week. The…
This ain't the garden of Eden There ain't no angels above And things ain't what they used to be And this ain't the summer of love Lock all your doors…
Subtitle: Deflation to Inflation This morning the 10/2yield curve is again steepening and that is the headliner and one of my two most important indicators (the 30 year yield Continuum…
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say "as we knew it" because if it…
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[edit] I neglected to include an important one from a different vantage point, the Silver/Gold ratio. So let's tuck it in right here at the top of the post. While…
Not to say that Coronavirus is not a real and ongoing threat or that it will not impact economic activity. It is and it will. But the point here is…
In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong and decide to write me…
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as per the red arrows) and…
It's like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last great Fed chief. Yesterday we…
The worst kept secret in the financial world is that the FOMC will not be further cutting the Fed Funds Rate today. In fact, 2.2% of futures players are speculating…
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college. I was well, I'll leave…
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD down earlier, with FOMC due…