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
Category: Notable Posts
Previous articles and posts of interest.
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
Trump, the NRA and its Reason for Being, the Gun Manufacturers
While looking through Bloomberg for financial news I was instead treated to this. Clicking the headline will yield you the article. This of course comes
Semi Bearish?
Over the last several years, beginning in 2013 I’ve made post titles like ‘Semi Bullish‘ in response to the bullish leading edge economic cycle indicator,
NFTRH 486 Excerpt: Precious Metals
Written over the weekend, when the gold sector was down in the dumps and after I had been buying miners on Thursday and especially Friday,
The Risk in the Treasury Bond Market is…
The risk in the Treasury Bond/Note market is in not having any Treasury bonds. At least that is what the sentiment backdrop is saying. I
US Stock Market, Precious Metals and the Macro Backdrop
US Stock Market We will update global markets as well as the macro situation in NFTRH 486, but for this article I’d like to focus
Gold Ratios; Beware the Inflationists
Too many gold bugs are either still pimping the ‘inflation trade’ or digitally pleasuring other gold bugs with predictions based on inflation. From my favorite
USD/Euro to Be the 4th Horseman?
I find the previous two monthly charts of USD and Euro to be of such great interest that they could well be assigned the designation
