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…
I am reproducing a brief report sent to (free) eLetter subscribers yesterday for a couple of reasons. First, as belabored yesterday, I was not overly enthused about this weekend's premium…
...inflation. I have been absolutely pounding you with it since before the Bremain/Brexit Kabuki Theater and I am getting tired of hearing myself say it. Besides, I could be wrong. …
Well, it is a fine pre-holiday Friday and I am hoping that what is going on now marks the start of a phase where I can stop trading so much and do my favorite thing, which is to make like Old Turkey, be right and sit tight.
The Silver-Gold ratio and its implication, inflation, barring an epic reversal of recent events, seem to indicate that will be the case.
SGR daily…
SGR weekly…
I read a lot of crap out there where some guru will put cute tidbits in his writing like 'my subscribers were the first to know about blah blah blah…
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
Answer (as given by TIP/TLT): Yes, the Fed stands down; a world full of casino patrons gets hysterical about the impending deflationary collapse! Answer (as given the by the Silver-Gold…
As if I have not pounded the table on the theme enough already, I'll highlight Brad Zigler, who is on the same theme... Inflation's Been a Dud He echoes my…
I want to balance out all of the deflationary hysteria and Treasury bond market (risk 'off) bullishness out there. Yeah yeah, BREXIT this, NIRP that, Payrolls the other thing... If…
Isn't it funny how USD, Gold, Silver and the miners all gapped up and reversed together today? It's now up to the Silver-Gold ratio to indicate whether or not the…
[edit] Subsequent to this post the precious metals and US dollar have reversed their upside. This is not at all inconsistent with the article's premise of a coming inflationary phase,…