It has been a while since we’ve had a 3 Amigos update because a) Italy and global tariffs noise aside, nothing much has changed with
Category: Notable Posts
Previous articles and posts of interest.
A Bull in a China Shop
Following is the opening segment of this week’s edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a
Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly
“It is their job to entertain. It is your job to ignore…”
Agree 100%, Charlie. See: Buy in May and Stay Invested Now, I am not of that ilk personally. My closely held biases are that a)
Gold, US Stocks and Bonds
I’ll try to keep things simple with this recap of the 3 of the 5 major food groups (leaving aside commodities and currencies) for investors.
Semiconductor Canaries: Chirp, Warble… Soon a Croak and Silence?
In light of earnings reactions in the Semiconductor Equipment sector, it’s time for an update of a theme we have had in play since November,
A Gold Sector Fundamental View (incl. edit)
With gold testing its 200 day moving average this morning I thought I’d reproduce the first part of the precious metals segment from week’s Notes
Yields, Inflation Trade and the Ongoing Boom
Yields are up, bonds down again pre-US open, per Investing.com’s graphic… This goes in line with inflationary signaling on the macro. Yesterday was an impulsive
US Stock Market – A Scenario Presents Itself
Well, a speculated upon ‘M’ rally may or may not be starting today, but NFTRH 494 fleshed out this scenario on the way to completing
Experts as Contrary Indicators (Bonds Edition)
I want to begin this post by again noting publicly that feel like I clowned myself yesterday in my own trading and in my lack
“Trade War”
It has in the past been “the financial crisis”, “the Euro crisis”, “Greek debt”, “Italian banks”, “the fiscal cliff”, “Brexit” and so on. Every one
Bonds and Related Indicators; From NFTRH 490
This morning’s post highlighting Jim Grant’s bond market/interest rate views (by way of Heisenberg) prompts me to reproduce publicly NFTRH 490‘s short bond segment. I
Treasury Yields: A Stroll Through Recent History
So how long ago did we begin seriously entertaining higher long-term Treasury yields? Well, per these posts, it was before Halloween that we noted the
Bonds and Related Market Indicators
The following is an excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset