Previous articles and posts of interest.
While looking through Bloomberg for financial news I was instead treated to this. Clicking the headline will yield you the article. This of course comes after Trump sat there with…
Over the last several years, beginning in 2013 I've made post titles like 'Semi Bullish' in response to the bullish leading edge economic cycle indicator, the Semiconductor Equipment sector and…
Written over the weekend, when the gold sector was down in the dumps and after I had been buying miners on Thursday and especially Friday, per the NFTRH Trade Log...…
The risk in the Treasury Bond/Note market is in not having any Treasury bonds. At least that is what the sentiment backdrop is saying. I hold a ton of SHV…
US Stock Market We will update global markets as well as the macro situation in NFTRH 486, but for this article I'd like to focus on the US stock market.…
Too many gold bugs are either still pimping the 'inflation trade' or digitally pleasuring other gold bugs with predictions based on inflation. From my favorite example of this behavior just…
I find the previous two monthly charts of USD and Euro to be of such great interest that they could well be assigned the designation of Amigo #4. But that…
As the long-term interest rate Amigo continues upward [edit 1.25.18: more on this here], the anti-USD 'inflation trade' continues onward and more and more gold bug writers emerge from the…
As symbolized by the 3 Amigos, the macro backdrop is riding on to its destiny. That forward destiny is a top in stocks vs. gold (Amigo 1), a rise in…
Note: I am short nothing whatsoever in this market except a small position against junk bonds. I am long several broad market items and managing risk by also being long…
See edit at end, adding in the favorable gold and silver CoT. We have been expecting a seasonal rally in gold, silver and the miners off of a bottom due…
[edit] See end of post... I don't really have any views on Bitcoin! At least not any that would be of any value to anyone. The only view I have…
[edit] I realize this theme could be wearing on some people, but with all the subtlety of a sledgehammer I am going to pound it until it either aborts or…
[edit 12.8.17] Amigos status clearly & concisely updated. I am not trying to be a wise guy with the first half of the title (it's a goof on alarmist media),…