Previous articles and posts of interest.
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the "metallic credit spread" (as coined by Bob Hoye) known as the Gold/Silver ratio…
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed's printed (funny) munny and the government's cost-pushing into the…
Semiconductor sector following through after our bullish preview Here is the updated chart of SMH (originally presented per the excerpt below), which I almost don't believe (if it were a…
The summer (inflation) cool down continues... We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the…
I've been having an issue with Telstra 'bigpond' email servers blocking emails to a few subscribers in Australia. Anyway, Paul responded after I attended to the issue and with his…
A review of the situation in gold stocks It is in essence a year ago that Warren Buffett ill-timed his entry into the gold stock sector, unwittingly calling a top…
US stock market breadth is fading The US stock market has bad breadth as participation thins out markedly. Below are a few examples. Equal weight SPX is fading headline SPX…
In the midst of work uncovering a target for the US dollar that will surprise many if it comes about, of taking a hard look at the messages of long-term…
The anticipated cool-down in previously rising inflation signals is in full effect Preamble This is a post by human Gary, not market analysis provider Gary. It's a free website with…
Gold miners require a unique macro-economic backdrop When gold stock bulls complain about a "smack down", a "hit" or a "smash" against the poor gold stock sector what they should…
With RG's permission to reproduce... This is a post that many readers will probably find unvarnished, if not crude or repugnant. In the newsletter world we are supposed to be…
Gold is okay, but not yet unique There are times when gold is an okay inflation hedge, while under-performing the likes of industrial metals, oil/energy, materials, etc. During those times,…
Yellen says inflation and interest rates are "too low" Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest rates that would attend it.…
As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept at framing the narrative just…