NFTRH+; What if?
What if FNV, which bottomed and launched first and best to signal the March gold stock rally is signaling a new leg up now as it failed to top out…
What if FNV, which bottomed and launched first and best to signal the March gold stock rally is signaling a new leg up now as it failed to top out…
The US government finally got together on a new $550b spending (more cost-push inflation) plan. It includes spending of money the government never had until the Fed printed it and…
I'll start this brief update with a question. How damaging was that #silversqueeze promotion to inexperienced, gullible true believers, anyway? Silver's daily chart has dropped out of the little bear…
An update of the 2 riders opposing a would-be renewed inflationary reflation trade. To review, the Gold/Silver ratio is an indicator of failing market liquidity when it rises and the…
BTCUSD is stabbing the neckline of the bearish pattern that formed in March-May. Resistance begins at 42,000 and then waits the SMA 200. While not bullish on BTC we did…
The way it is shaking out as I see it, it's the 30yr yield Continuum's right side shoulder (which, if it manifests and turns upward would be consistent with new…
Our operating plan is for the summer cool down (mini or maxi) to be driven by the anti-market (USD) and its fellow rider, the Gold/Silver ratio ("metallic credit spread" indicating…
On July 8th we introduced an alternative (to the bearish S/T view) option for gold that involved a potential inverted Head & Shoulders pattern. Let's update. First, a daily chart…
Today I added another EUO position, which is in essence my strong dollar position [edit: also added strong dollar fund UUP in after-hours]. The reason being that USD (DXY) is…
Well, inflationary signals are back on to varying degrees, if not the reflation trades across the board. The inflation rate continued to climb in June. This as our indicators had…
A simple update of HUI's daily chart. Why do I stay on top of this lowly sector? Because when the macro turns it will be special once again. With the…
The sentiment backdrop is far different in long-term bonds now than it was when rates were rising and we projected a cool down in yields/inflation, and a favorable sentiment backdrop…
Since a micro version of the right backdrop for gold and the miners that would leverage that backdrop is in play now it is time to review our (well, my)…
Treasury yields are dropping, commodities and reflation markets are dropping and broad stocks are wavering (I don't buy the burst to new highs in big Tech as sustainable, but more…