Our theme is that Trump and the Republicans took over with fiscally driven inflation policy from Obama and the Fed's monetarily driven inflation policy. Within this, the Fed makes its…
The inflationary theme for the first half of 2018 is getting off to a good start. Well, it has actually been going for a while now, but Day 1, 2018…
Last summer I could do no wrong. Everything was working and making sense. Then about the time that the 10yr yield began the post-September jigsaw consolidation I turned into a…
The TIP/IEF 'inflation gauge' is still motoring upward after breaking above the SMA 200. If this turns the 200 up along with the MA 50 it could indicate a mini…
[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my…
I make fun of the MSM, including Bloomy, for its often sensational headlines and click-baiting content... R.I.P. Bond Bull!!!! ...but Bloomberg especially has a lot of useful content and quality…
On February 27 we had a post highlighting Keith Weiner's positive fundamental view for gold and silver and his target for the gold-silver ratio. As noted in the post, "the…
Tell me, who is wrong on inflation, Commodities or Treasury bonds? They will not remain under pressure together, as they have been this week, for long. This is the kind…
![Read more about the article He’ll bring them [inflation], and they will love him for it](https://i0.wp.com/nftrh.com/wp-content/uploads/2017/01/gladiator-e1485877423231.png?fit=153%2C135&quality=80&ssl=1)
I used to make fun of the FOMC rate hike "decision" language in the mainstream media because under the Obama administration and its economic policies overseen by the Fed's monetary…
I am posting this article written pre-NFTRH, in 2004 (but since destroyed on the server when I accidentally blew up Biiwii.com's database last year).* This is the version from my…
We have expected the stock market to resume correcting as USD bounces with the Gold-Silver ratio, but we need to understand what is the trend and what is the reaction. …
10yr Breakeven has been rising for a few months now and is in a potential bottoming pattern. The TIP-TLT ratio chart has broken a trend line. And FOMC chose to…
I see some writers out there declaring victory for the inflationary view, the dollar bear market view and the strong economic view. I declare no such thing. While one of…
[edit] See further thoughts on inflation and the content of this article. The post title is best when drawled in Gomer's thick southern accent. I realize Gomer Pyle was way…