Say, do you think risk is still ‘on’?
Message from Junk Bonds is still risk 'on' People touting bearish media headlines (like the Omicron/Fed tapering 1-2 punch) may be reinforcing the herd's tendency to react rather than think,…
Message from Junk Bonds is still risk 'on' People touting bearish media headlines (like the Omicron/Fed tapering 1-2 punch) may be reinforcing the herd's tendency to react rather than think,…
Latest flinch in the Copper/Gold ratio is up The 2021 routine has been false breaks, large and small, up and down for this key macro-economic indicator. Ref. The Copper/Gold ratio…
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)…
Copper/Gold ratio teases cyclical inflation bulls and bears alike, but... ...it's going to break one way or the other soon enough. If you value gold's standing in relation to industrial…
Baltic Dry Index (BDI) continues to flash negative As FOMC and related noise fade away we are left as we were before the negative market action that attended the event…
The Fed, like the rest of us, is being directed by markets As shown in yesterday's post the Fed is being directed in large part by the 2yr Treasury yield,…
The Copper/Gold ratio continues sideways... ...keeping wide eyed macro watchers (or at least this macro watcher) in suspense. I just don't think it is wise to be caught guessing as…
The yield curve is flattening I don't cheer-lead a given view, but if I were to do that I'd be cheering for a yield curve flattener to put a correction…
Will USD and the Gold/Silver ratio ride together again? [edit] With reference to the end of the post below, as several emailers have noted, Omicron is an anagram for Moronic.…
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…
The September-October stock market correction is thus far normal It's normal that... After a summer of excessive risk taking and speculation the stock market would take a correction in September…
US dollar (DXY) has activated its Inverted H&S, Gold/Silver maintains its uptrend, watch silver going foward... I do not make predictions because I do not pretend to be a guru.*…
The turn upward in the Gold/Silver Ratio has brought a degree of market upset The question now is whether that is all. Was the GSR simply forecasting Evergrande and associated…
The Copper/Gold ratio remains at a key decision point Gold has been clobbered lately but a key metallic macro indicator remains in a long-term congestion zone. If it's going to…