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?…
This is actually potentially beneficial for USD (in the very short-term) and future gold mining fundamental trends alike. It is also a potentially good thing for a future 'inflation trade'…
Well yes, we've been saying the word "inflation" a lot lately. Especially as part of the term "inflation trade". Post-Jobs "What does it mean? Well for one thing, the Fed…
After an interaction with an NFTRH subscriber (the ones with whom I have corresponded are so smart it can be intimidating sometimes) who debates the view of a pervasively inflationary…
[edit] Please see a new post with more perspective on a would-be 'inflation trade' and its limitations. The following excerpt is the opening segment from this week's edition of Notes…
I don't write the title because the precious metals took off today on the bad jobs report. Far from it. That is what gold is supposed to do under such…
Last night's post on the US stock market ended as follows: "As far as the Fed and its puny rate hikes are concerned, that is irrelevant. This market is flipping…
This is the opening segment from the May 15 edition of Notes From the Rabbit Hole, NFTRH 395. I am releasing it for public viewing because it seems, the title's…
Everybody with eyes to see prices too far above certain moving averages knew that the gold stocks were going to pullback. But as this year has shown so far, a…
I am not saying this is the top in the silver-gold ratio (SLV-GLD), but I am saying that if this is the top (for this phase) then commodities and the…
On March 4 we reviewed the technical reasons why the gold sector was launching as opposed to blowing off. This, after articles began appearing calling the rise to that point…