TSX-V
Subscribers will understand the macro implications of a breakdown in the ‘V’ and the ongoing downtrend in its relationship to the Canadian TSX index. Anyone else should realize at the…
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April 25, 2022
As the Continuum leads commodities upward…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…
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April 18, 2022
The Continuum: Through the limiters!
Inflation pushes the 30-year Treasury bond yield through long-term moving average trends! Okay, let's take a breath. I don't like to use '!' in titles or even in articles. In…
April 15, 2022
Behold the sheer beauty of the Continuum
The long bond's yield pierces the limiters We have had this very event on radar since we began projecting it as the Fed was inflicting the inflation upon the financial…
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April 11, 2022
Yield Curve inverts; gold awaits
Yield Curve inverts deeper than August, 2019 Like the larger media this tiny little spec within the media reports the news to you. The 10yr-2yr yield curve has inverted (ref.…
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April 1, 2022
2 years later inflation drives the Continuum to target
30yr Treasury yield finally hits target Ah, but it's not that simple. Targets are not necessarily stop signs. It's at the decision point. Will the yield do what it has…
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March 22, 2022
![Read more about the article Fed not hawkish; hellflation or liquidation ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/indicators2.png?fit=256%2C256&ssl=1)
Fed not hawkish; hellflation or liquidation ahead [w/ edit]
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
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March 17, 2022
Doctor Cyclical vs. Old Man Counter-cyclical
Copper/Gold ratio has been weak, but... The "but" being that this level of weakness has occurred on two other occasions before the ratio of the copper price to the gold…
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March 15, 2022
You tell ’em, Jim
St. Louis Fed president James Bullard holds the line Click graphic, get article with James Bullard hawking in monotone. I don't know why they've trotted him out again, as if…
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February 17, 2022
Gold vs. Inflation Expectations
Gold vs. Inflation Expectations; a low being made? A weird ratio chart here. Gold (GLD) vs. expectations about the thing that too many gold bugs believe should be the prime…
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January 21, 2022
Speaking of Uncle Buck, he has a story to tell
What worked at the beginning of the inflationary phase will probably work in reverse at the end As USD pops today to test the breakdown from the SMA 50... I…
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January 18, 2022
![Read more about the article The Fed’s inflated cake and a ‘quant’ of history [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/01/cake.png?fit=547%2C345&ssl=1)
The Fed’s inflated cake and a ‘quant’ of history [w/ edit]
A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to themes... A Cynical Fed is…
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January 5, 2022
A look at inflationary dynamics through the lens of TSX-V/TSX
The ratio of two Canadian markets indicates cooling inflation One of the tools we use in NFTRH is the ratio of Canada's speculative cow pastures (i.e. risky, often resources-oriented stocks)…
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December 23, 2021
The Wizard speaks
Watch Fed Chairman Jerome Powell speak after the central bank’s market-moving policy decision You may listen to the man talk about putting the Genie back in the bottle at the…
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December 15, 2021