As inflation signals cool, various markets get relief Whether a bounce or something more extended, a bear market rally was bound to get off the ground sooner or later. It…
The yield curve is poised as it was in 2008 I am a man who stares at charts (MWSAC). You know this. I am a man who stares at stock…
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Pretty please with sugar on top, let the markets correct Because this week I did the very thing that exposes my dark side by shorting leveraged mid-caps (MIDU) and this…
Over the short to intermediate-term there are better inflation hedges than gold But then, you knew that already. And as for the miners that leverage gold's standing? These are poor…
Well, that remains to be seen. We are watching the tone of earnings season as the stock market grinds out its ongoing top-test. But aside from that, the associated sentiment…
It has been a while since we've had a 3 Amigos update because a) Italy and global tariffs noise aside, nothing much has changed with the macro and b) I…
You thought I was done with the Amigos shtick, did you? Not by a long shot ma'am. They are the happy-go-lucky riders in play as the stock bull market churns…
Despite a tough week for stocks into Friday, February 9, three big picture macro indicators have continued to support a risk 'on' backdrop. Many of the shorter-term indicators we watch,…
As symbolized by the 3 Amigos, the macro backdrop is riding on to its destiny. That forward destiny is a top in stocks vs. gold (Amigo 1), a rise in…
The SPX/Gold Amigo is on the trail of the 38% Fib retrace destination. The Long-term Interest Rates Amigo is still on the trail of a near-term rise (10yr looking better…
[edit] I realize this theme could be wearing on some people, but with all the subtlety of a sledgehammer I am going to pound it until it either aborts or…
Okay, so the theme is that on the macro 3 events may come together to signal a big climax, leading to change. Those Amigos are... Stocks complete their rise vs.…