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,…
First off, you can review all of the CPI's details here, courtesy of Michael "the inflation guy" Ashton: Post-CPI Now back to the market indicators we have used to gauge…
There is Brexit hype over there, FOMC hype over here and poor payrolls, presidential election rancor and all sorts of other hype everywhere. But under the surface, whirring along, is…
In the previous post we see inflation expectations so well tamped down. In this post we look at silver's break out of a consolidation channel vs. gold. If TIP-TLT is…
This is pretty handy at the moment, I'd say. When there is "no inflation" (at least by gauges like this) that is the time that inflation can be promoted, eh?…