Market Leadership Indications

The over valued growth area known as the Cloud (w/ SaaS software and all that remote collaboration stuff) has been a leader out of the March crash, leading broad Tech…

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Silver/Gold Ratio

The ratio between the silver price and the gold price is one of the two most important indicators (at least in my work) to the fate of the reflation rally…

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2 Questions About the Yield Curve

Is this the beginning of the re-steepening? If so, is it inflationary or deflationary?   Question #1 is going to resolve itself in due time. It's either real or it…

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A Disgusting Macro Picture

Sometimes I go wading through old chart lists and sometimes I find busy, colorful charts telling stories. Here is a busy, colorful chart telling a story. They will blame the…

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