NFTRH+; Updating the Bond Market & Its Implications
20+ year Treasury bond fund TLT is making a potential whipsaw shakeout move back above the 200 day moving average. This in the wake of a weak GDP report. Depending…
20+ year Treasury bond fund TLT is making a potential whipsaw shakeout move back above the 200 day moving average. This in the wake of a weak GDP report. Depending…
It's not one we discuss often, but as you know I've held positions in the Cloud/SaaS/Security/Remote Work space on many occasions over the last few years. Looking at the daily…
[edit] Half of heavy short/hedge positions (DUST) were covered for similar reason to why the position in silver was sold earlier in the week: not to be greedy. "Ideally", that…
The US dollar index rammed through the target at the 200 day moving average, calling into question the current plan that favored this to be a counter-trend, short-covering rally by…
Our script was "to or through the election" for the broad bull, with a Goldilocks (disinflationary) flavor to it indicated by a counter-trend pullback in bond yields. In an NFTRH+…
Thanks to the fine research of Taylor Dart, who is well thought of in the sometimes seedy world of gold stock analysis, I'd like to combine that value analysis (with…
[edit] In this case by "risk-on, cyclical" I mean broad stocks. Commodity "catch-up" plays could be their own animal in the late stages, and gold stocks are counter-cyclical in their…
With a bump up in inflation expectations over the last month, Treasury bonds have dropped, which is logical. If my analysis is to prove correct and the 30yr Treasury yield…
[edit] I neglected to enable the password before posting, but decided to leave the post public, since subscribers have had a good head start of 8 days. Give the public…
As to the "good prospects" portion of the title, it is due to the fundamental view of Jordan Roy Byrne. Jordan had been a subscriber to NFTRH, but I proposed…
I am talking my book, because I just bought the bullion ETF as a bottom feed (ref. trade log). But much like the buys in Corn and Soybeans last week,…
[edit] On a quick look, Soybeans appear to be in a similar low risk setup. I am going to look into it further, and SOYB may also be added if…
It is just one way of viewing the bull market, but the relationship between T-bill yields (Fed Funds proxy) and the HUI Gold Bugs index is an important one. We…
First off, I don't love that a majority of CME traders now expect a 50bp cut today, because it leaves wiggle room for the Fed to serve agenda, should it…