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…
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…
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…
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…
Since we noted the initial move to break the 200 day moving average - and at least temporarily break the downtrend on August 27th - the Silver/Gold ratio (SLV/GLD) has…
As if its ears were burning when I mentioned it in the previous post, the Silver/Gold ratio hopped on and is starting to ride this morning. Now, the questions are...…
I was just poking around older posts and found this one from May 31st... You Have to Invite the Vampire Into Your House In this confusing world where the media…
[edit] Also see this companion piece posted shortly after... Enter, the Vampire Mr. Steven Ricchiuto, he of a Masters in Economics from Columbia, has laid out the proper plan for…
Amazing isn't it? It was only back in H2 2018 when everybody but you (because you are as smart as I think you are or because you read NFTRH or…
There are a lot more than 3 Amigos of deflation, but when I get a theme in my head it tends to stay until max annoyance registers with the reading…
When deflation is in the air you have people getting hysterical about negative interest rates and safe haven Treasury bonds. You have people telling us that the long awaited financial…
Ref. Dr. Ed's... The Great Inflation Delusion The central bankers have been fighting powerful forces of deflation. With all the liquidity they’ve provided, they have succeeded in averting outright deflation.…
It's probably not a coincidence that this is doing this... While these are doing this... The above are all still trending down (i.e. technically, bouncing only) but if they continue…
Following is the Opening Notes segment of this week's edition of Notes From the Rabbit Hole (NFTRH 560). In this segment I tend to let some thoughts stream out before…