Previous articles and posts of interest.
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,…
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…
[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…
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…
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…
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…
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…