Previous articles and posts of interest.
Semiconductor Digest, December 2021 I am under the weather and not really in a writing frame of mind. But I am slowly getting back into a reading frame of mind,…
The yield curve is poised as it was in 2008 I am a man who stares at charts (MWSAC). You know this. I am a man who stares at stock…
[pinning this post through the weekend, as services for Chris are on Saturday] Today is a day that I am letting things sink in. My brother in law Chris, who…
Fo-Moe? Faux-Moe? Whatever it is, FOMO-driven MOMO is in play Manic forces likely driven by the fear of missing out seem to be overtaking markets. This environment of inflation-fueled speculation…
An update of the gold stock bounce As a TA, I respect charts first and foremost. On occasion that respect has burned me as I've missed big profit opportunity or…
A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it's a big market…
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…
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…
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…
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…
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…
![Read more about the article When the tight economic rope slackens [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/09/stag2.png?fit=564%2C466&ssl=1)
[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…
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…
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…