The ‘Gold as Inflation Hedge’ Canard On the one hand you have the sons of Harvey & Erb, who called gold to $800/oz. and caused
Category: Notable Posts
Previous articles and posts of interest.
Summit of Doom
Hint: Regardless of what kind of market correction lay ahead, it’s gonna be bullish out there eventually. This (read on) all but guarantees it. First
About Those Gold Fundamentals
Ref. Steve Saville’s post at Biiwii this morning… Gold: Bearish Fundamentals, Bullish Sentiment The fundamental stew for gold, like lots of other market indicators, has
Gold’s Kill Zone
There is nothing bullish happening on the gold and silver charts. Nothing bullish on the miner Index/ETF charts. Nothing bullish on the HUI/Gold ratio. In
S&P 500 vs. Gold (AKA Amigo #1); a Closer Look at Risk
Not much has changed since the last 3 Amigos macro update. Amigo #2 (long-term yields) has long-since reached the Continuum’s ™ limiter (the 100 month
You Buy the Fear in Gold
This article does not speak to gold’s proper fundamentals, which are not yet very healthy (although some positive signs are finally gathering). For the proper
Doctor Copper Prescribing Bull or Bear?
The title is just an excuse to reference an old market saying about copper as the metal with a Ph.D. in Economics. I think that
The Technical Situation in Commodities (and the negative implication for inflation expectations)
Using the multi-panel charts from the NFTRH Commodities segment we see a broken situation on the daily view. Crude oil clings to its uptrend as
A Macro (Amigos) Update for Mid-Summer
You have better things to do than read droning macro analysis or long, drawn out investment theses. It is a weekend in the dead of
3 Amigos (SPX/Gold, Long-term Yields & Yield Curve) Updated w/ edit
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
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.