Notable Public Posts

Notable Public Posts / Psychology

Larry, Larry, Larry…

Hey, how often is it that I get to use the Stooges two posts in a row? Larry, now you've done it. Potentially cursed the 'gold up, stocks down' crowd…

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November 4, 2021

Inflation & Deflation / Notable Public Posts

Inflationary Wonderland

Inflation has permeated the macro markets; where to from here? Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do…

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October 29, 2021

Gold / Gold Stocks / Notable Public Posts

Gold; a thing of beauty…

Gold calmly continues cobbling its Handle, Miners lay in wait You see, there is all this noise out there. It comes mostly from inflationists touting gold in the same breath…

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October 22, 2021

Copper/Industrial Metals / Gold / Notable Public Posts

It’s not just Copper; GYX indicated cyclical the whole time

Copper makes the headlines, but GYX has been bullish all along; gold awaits its time as the message from metals land is bullish, risk 'on' and cyclical While copper went…

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October 15, 2021

Inflation & Deflation / Macro Data / Notable Public Posts

Trade/Invest macro ‘top down’; a guide

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 that clarifies and makes some…

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October 8, 2021

Economy / Inflation & Deflation / Notable Public Posts

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 without consideration of the Yield…

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September 24, 2021

Copper/Industrial Metals / Gold / Inflation & Deflation / Market Indicators / Notable Public Posts

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 zone. If it's going to…

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September 17, 2021

Commodities / Inflation & Deflation / Notable Public Posts

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 (updated here). Nearly 3 months…

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September 16, 2021

Bonds / Interest Rates / Market Indicators / Notable Public Posts

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 interfering, right up until August,…

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September 15, 2021

Notable Public Posts / PGM

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 gets smashed down, another pops…

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September 14, 2021

Gold / Gold Stocks / Inflation & Deflation / Notable Public Posts

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 sale!" to manipulate the price…

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September 10, 2021

Inflation & Deflation / Notable Public Posts

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 about carts and horses and…

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September 8, 2021

Economy / Market Indicators / Notable Public Posts

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 has been guiding the S&P…

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September 2, 2021

Notable Public Posts / Sentiment & Psychology / Stock Market, US

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 you fight a trend that…

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August 26, 2021