Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment
Category: Notable Posts
Previous articles and posts of interest.
When the tight economic rope slackens [w/ edit]
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete
Do ya feel lucky, punk? Gold gets hammered but Copper fails to seize the moment
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
A negative divergence to the inflationary reflation trades continues
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart
Yield curve and 10yr Treasury yield: Our story since August 2019…
The yield curve and the nominal 10yr yield are at a critical macro juncture The chart attempts to tell you what I think without me
Palladium is the new lumber, it’s Commodity Whack-a-Mole
Palladium is another headline commodity in crash mode. This is the Whack-a-Mole market brought to you by the Federal Reserve’s regime of Inflation onDemand. One
Inflationist gold/gold stock boosters foiled again on ‘Flation Friday [w/ edit]
[edit] Of course, every big buy in gold is a “whale purchase” or some other legit sounding thing while every big dump is a “paper
The Inflation/Deflation debate wears on…
Our 30 year Treasury yield ‘Continuum’ chart indicates that deflation is the dominant trend, but… Steve Saville has written a post that got me thinking
CESI: Surprise!
Citi Economic Surprise Index continues to flash a stark warning Not that it has mattered (as with other bubble indicators) but the CESI is and
Stock market risk not yet realized
Stock market is at high risk, but… The ‘but’ is the old saying “markets can remain [seemingly] irrational longer than you can remain solvent” if
“Liquidity Alarm”
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the “metallic credit spread” (as coined by Bob Hoye)
It’s coming to ‘now or never’ for a near-term inflationary plan
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed’s printed (funny) munny and