[edit] the post started as a simple thing and ended after getting way too involved. so much the better... An update of the situation on the Banks, the anti-Banks (gold)…
A sleek and flowing 25 pages, NFTRH 340 was emailed to subscribers this morning. It continues a theme of quieting down the theory and focusing on what is happening. We…
Gold-Silver ratio continues to imply that Uncle Buck can take a break and that inflation-sensitive items may catch a break. Subscribe to NFTRH Premium for your 25-35 page weekly report,…
The 10→5→2 yield spread is up big today with all durations dropping. Not a risk 'ON' alignment at all. For perspective, here is what the 30 vs. the 5 year…
Some really important charts to interpreting the macro... Sorry sports fans, but gold has still not established a daily up trend vs. the US stock market. Not yet. Gold vs.…
One rider seems to be stating that the other rider is not long for its rally. Isn't this a turn of events? Uncle Buck up, stocks down, commodities down and…
All Treasury yields are up with the curve... yup, dropping. They are suddenly not scared anymore and are flying out of liquidity instruments. Junk and Junk to quality is snapping…
The 2 Horsemen of the Apocalypse are riding divergent paths again, this time with the Gold-Silver ratio popping (implying systemic stresses) and the US dollar declining. Interpretation? Well dear reader,…
Mario just popped up from the upper left corner of the Whack-a-Mole table top and hammered the Euro* (see Biiwii commentary here), logically sending USD upward. But the gold-silver ratio…
In the land of indicators, there is just as much confusion as there is in the land of asset markets. In the markets it's gold miners up, down, up... stock…