30yr on the way to 2.5%?
It would seem so, as the current NFTRH target awaits despite a hawking Fed While day to day it can be frustrating watching a plan play out in a volatile…
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July 22, 2022
Previous articles and posts of interest.
Gold Bug survivors prepare to capitalize
It has been a classic washout in the gold stock sector, but if positioned correctly opportunity is setting up The 'macro' and sector fundamentals have been incomplete (details beyond the…
July 21, 2022
A guy talks about gold/miners macro fundamentals
Do not be these two things simultaneously; cyclical inflationist and fundamental gold mining bull Whereby I turn my word salad loose upon the world. After an opening with too many…
June 19, 2022
Gold/Gold miners fundamental checkup
As they leverage the macro, what's good for gold is even better for gold miners After last week's article, in which we noted a unique move on 'CPI Friday' as…
June 17, 2022
The Inflation Mutation
This is not your Grandpa's Inflation problem The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being…
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June 3, 2022
A dis-inflationary whiff and its likely path
As inflation signals cool, various markets get relief Whether a bounce or something more extended, a bear market rally was bound to get off the ground sooner or later. It…
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May 27, 2022
US & Global stocks, bonds, USD, precious metals & commodities
A general update of a macro in transition Detailed work, which got us to this point intact, if a little frustrated*, is done in NFTRH reports and updates. But it's…
May 13, 2022
2022: Still “the golden year”
Gold is following a logical path in 2022 Reference this article posted on 12.30.21: 2022: The Golden Year Gold has done nothing unusual and in fact it has done as…
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April 29, 2022
Mr. Robot talks gold (and silver)
It's funny. I was shooting the shit with Jordan for about an hour before the interview started and I was Gary. We talked about Boston sports. I found out Jordan…
April 15, 2022
The Yield Curve flattener and a coming transition
As the Yield Curve flattens, this inflation is different from the 2020 inflation In 2020 an inflationary yield curve steepener was in the bag as the Fed dropped and pinned…
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March 24, 2022
![Read more about the article Fed not hawkish; hellflation or liquidation ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/indicators2.png?fit=256%2C256&quality=80&ssl=1)
Fed not hawkish; hellflation or liquidation ahead [w/ edit]
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
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March 17, 2022
Comments enabled, thoughts on a Podcast?
I have a pal named Scott. He has been a gold fund manager until the current time, as now he is closing the fund and just going to be a…
March 14, 2022
Gold’s next bull leg in progress; but a test is due for the metal & miners
"2022: The Golden Year" activates... ...as gold and the miners hit our short-term upside targets this week. In August of 2020 we noted the danger signals for gold based on…
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March 11, 2022
A gold-centric macro view
As the gold "community" rationalizes gold's currently low standing... As unpopular it may be, I cannot alter the truth as I see it. Marketing is fine, but never at the…
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February 2, 2022
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