Previous articles and posts of interest.
The title was not meant as a play on words in reference to Operation Twist, but now that I think about it, maybe it should be. The Post-Twist financial world…
Where once Alan Greenspan was vilified for dropping interest rates too low for too long and thereby inflating a credit bubble (before his bouncing baby bubble forced him to try…
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414... The Bank of Japan gave us a glimpse as to just how…
The Good Thursday's ISM report was Thing 1 in improving the backdrop for gold. But it was a small Thing. Friday's August Payrolls report was Thing 2, and it was…
[edit] See further thoughts on inflation and the content of this article. The post title is best when drawled in Gomer's thick southern accent. I realize Gomer Pyle was way…
The title of this segment is actually the subject line of an email sent by subscriber ‘RK’ on Friday, after the post-Payrolls update that included the following statement that RK…
NFTRH 404 deviated from the usual format of widespread, in-depth coverage of US and global markets, precious metals and commodities in order to focus on two main themes. One was…
“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because everything would be what it isn't. And contrary wise, what is,…
...inflation. I have been absolutely pounding you with it since before the Bremain/Brexit Kabuki Theater and I am getting tired of hearing myself say it. Besides, I could be wrong. …
Well, it is a fine pre-holiday Friday and I am hoping that what is going on now marks the start of a phase where I can stop trading so much and do my favorite thing, which is to make like Old Turkey, be right and sit tight.
The Silver-Gold ratio and its implication, inflation, barring an epic reversal of recent events, seem to indicate that will be the case.
SGR daily…
SGR weekly…
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
Folks, it may be the simplest update I’ve ever sent. The Silver-Gold ratio is one of our gauges of a would-be inflationary environment to come (beneficial to commodities and other assets as noted so often previously). Today the Silver-Gold ratio is making another move in the positive direction, with a big spike in relative volume by SLV/GLD.
Please pardon yet another Brexit article, which served as the opening segment to this week's Notes From the Rabbit Hole report, NFTRH 401. From here on we focus on the…
From NFTRH 400 last weekend... "Gold vs. Stock Markets continues to look good across the board. I realize that BREXIT is on the way and there are those proclaiming how…