December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…
As the November CPI report moderates, disinflation continues apace As the great and powerful Fed of Oz prepares to render his decision (ha ha ha) on the Fed Funds rate,…
The gold/inflation expectations (GLD/RINF) ratio has bounced within a major daily chart downtrend To finish turning the macro from inflationary to dis/de-flationary, we'll need to see gold bust its downtrend…
The 30 year Treasury bond yield (Continuum) is 100% on the NFTRH plan The plan was set in motion when first the the 30 year Treasury yield (TYX) took out…
Relief provided by an easing October CPI 'inflation' report the trigger It was bound to happen sooner or later. October finally showed an easing comp in what most people think…
Year over year CPI inflation rate eases in October An easing in concerns about the effects of the Fed's 2020 creation of massive sums of funny munny. Frankly, I was…
'Inflation expectations' ETF out of phase with most 'Inflation Breakevens' Here is what RINF does, per its creator... ProShares Inflation Expectations ETF seeks investment results, before fees and expenses, that…
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…
CPI increases more than expected, but it's not forward-looking See Inflation increased 0.4% in September, more than expected despite rate hikes Well first of all guys, CPI is not inflation.…
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
Copper/Gold and Oil/Gold correlated with the 10yr yield From yardeni.com, a visual representation of one implication of the Copper/Gold ratio, which I often make a big deal about. If the…
Say, did you know that Cathie Wood favors deflation? Why yes ladies and gentlemen, foremost overvalued story stock picker Cathie Wood thinks deflation is coming. That is quite contrarian alright…
You may by now recognize Mike, who is a new NFTRH subscriber and who has had a lot of input and questions in the comments section. I think that is…