Inflation Fades
As noted a million times out here in the last 6 months my question has been 'Q4 2019 or H1 2020?' for the next inflation trade. Well, since the recent…
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November 14, 2019
The 2 Horsemen
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a time of supposed economic splendor…
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November 11, 2019
Updating the 3 Metallic Amigos and the Macro Message
This morning in pre-market the Amigos' futures charts update the macro story... ...which goes something like this... Copper, the cyclical Amigo (weekly chart) has furthered the intermediate trend line break…
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November 7, 2019
Q4 2019: Global Macro Inflation/Reflation Trade Gaining Steam by the Day
October came and went. It's now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the Christmas Eve massacre in which…
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November 5, 2019
Silver & Gold to Inform Dr. Copper and so, the Macro
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking a cue from the metals…
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October 25, 2019
Updated Inflation/Reflation Pictures
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view... The Continuum (30yr bond yield, monthly chart) still resides…
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October 24, 2019
![Read more about the article The Gold Stock Correction and What Lays Ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2018/06/49er2-e1528744874853.jpg?fit=148%2C200&quality=89&ssl=1)
The Gold Stock Correction and What Lays Ahead [w/ edit]
[edit] For comic relief here's an email response to this post. I don't know what forecast he's talking about, the short-term correction view (already well along) or the longer-term upside…
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October 18, 2019
Inflation in the Offing?
Let's take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The spread between 10yr and 2yr…
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October 11, 2019
The Coming Great Inflation – Steve Saville
See Steve Saville's The Coming Great Inflation You should read the whole article, as Steve has studied von Mises and Austrian theory and applies his own well thought out observations…
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October 9, 2019
Silver/Gold Ratio is a Guide as Inflation Signals Fade Again
The interplay between gold and silver is a critical component to understanding what is out ahead; to understanding whether long-term Treasury yields will rise and if they rise, whether it…
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September 27, 2019
The Continuum is Still in the Deflation Camp
As inflation expectations continue to ease again (daily chart)... The 30 year Treasury yield (AKA the Continuum) has crossed back below the line of demarcation (monthly chart). These indicators are…
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September 24, 2019
Bafflement of the Inflationists
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is up and yet gold and…
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September 23, 2019
Pictures of a Reflationary Bounce-a-Thon
Note the word bounce, which in TA means what it sounds like... a bounce within an existing trend. Note the trends here by the slopes of the moving averages. I…
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September 11, 2019
30 Year Yield Continuum & the Prospect of Inflation
The 30 year Treasury bond yield hit an extreme last month and is the last man standing in the way of a deflationary event of some kind. Confusingly, it is…
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September 9, 2019
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