It goes without saying that gold miners and the royalty companies that live off them will be shown to have been impaired like many
The Silver/Gold ratio (SGR) indicated an inflation bounce when silver tanked key long-term support at 14, reversed to close March back above it (potentially screwing
Excerpted from the March 29th edition of Notes From the Rabbit Hole, NFTRH 596, this segment was written before the segment on the Fed-Treasury-government ‘merger’
Excerpted from today’s edition of Notes From the Rabbit Hole, NFTRH 596. I may publish another segment on inflation that goes well with this one
This ain’t the garden of Eden There ain’t no angels above And things ain’t what they used to be And this ain’t the summer of
Subtitle: Deflation to Inflation This morning the 10/2yield curve is again steepening and that is the headliner and one of my two most important indicators
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say “as we
 I neglected to include an important one from a different vantage point, the Silver/Gold ratio. So let’s tuck it in right here at the
Not to say that Coronavirus is not a real and ongoing threat or that it will not impact economic activity. It is and it will.
In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
It’s like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last
The worst kept secret in the financial world is that the FOMC will not be further cutting the Fed Funds Rate today. In fact, 2.2%
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college.