Since early 2016 we have been carrying forward a theme illustrating that until the macro trends in place since 2011 change, the situation would be
Here is just one picture from said whipsaw, and its an important one as a cyclical indicator; Industrial Metals (positively correlated to the economy) and
We began months ago, noting the 3 Amigos destined for their goals. Here’s a post from November 2017 explaining the macro fundamentals involved: Updating the
With the big bounce back in long-term Treasury bonds (as yields got slammed right where the Continuum’s limiters projected they would) we have Amigo #2
In February Amigo #2 braced for 10yr & 30yr yields to hit their limiters as noted by the black arrows. We noted that while this
So yesterday market participants were instigated by the media to get hysterical about interest rates. I saw a prominent headline talking about how a market
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological
Gold/Stock Market shot upward with the market disturbance and has been flagging back to the top of a short-term ‘W’ bottom. If renewed market disturbances
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
Because it is so important to our macro work, let’s update again the counter-cyclical metal vs. some positive cyclical items, using the respective ETFs. Gold/Oil
Amid the sick theater that has been the US political sphere and by extension, the stock market, I just tried to stay unbiased (in action,
Amigo #1; Stocks vs. Gold This Amigo has a ceiling that is higher when viewing monthly charts, but the daily is coming under pressure, depending
Amigo #2 made a big pop today and as such continues to rise with #s 1 (Stocks vs. Gold) and 3 (the 10-2 yield curve).
 See also Steve Saville’s discussion of the yield curve. Well, after one down day in the markets why not put up a cautionary article?