Previous articles and posts of interest.
Well, a speculated upon 'M' rally may or may not be starting today, but NFTRH 494 fleshed out this scenario on the way to completing a comprehensive report across all…
I want to begin this post by again noting publicly that feel like I clowned myself yesterday in my own trading and in my lack of attention to the market…
It has in the past been "the financial crisis", "the Euro crisis", "Greek debt", "Italian banks", "the fiscal cliff", "Brexit" and so on. Every one of those events an extension…
This morning's post highlighting Jim Grant's bond market/interest rate views (by way of Heisenberg) prompts me to reproduce publicly NFTRH 490's short bond segment. I may be known as the…
So how long ago did we begin seriously entertaining higher long-term Treasury yields? Well, per these posts, it was before Halloween that we noted the daily chart breakouts and began…
The following is an excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class 'throw-in' but instead are…
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…