Previous articles and posts of interest.
I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…
Recently I have gotten wordy about the decline in 'inflation expectations' beginning on June 2, right on through yesterday's update of the TIP-TLT ratio and TLT in essence, attaining their…
[edit] Subsequent to this post the precious metals and US dollar have reversed their upside. This is not at all inconsistent with the article's premise of a coming inflationary phase,…
Silver (SLV) is breaking through resistance. Gold (GLD) is as well. Gold-Silver ratio and USD (UUP) are going in different directions today. This will not last. HUI led the Silver-Gold…
It must be a gold bull market because... Gold analysts (code for gold obsessives; analysts cover asset markets, including gold), who for years pumped people to be bullish despite an…
After an interaction with an NFTRH subscriber (the ones with whom I have corresponded are so smart it can be intimidating sometimes) who debates the view of a pervasively inflationary…
[edit] Please see a new post with more perspective on a would-be 'inflation trade' and its limitations. The following excerpt is the opening segment from this week's edition of Notes…
Another NFTRH 396 excerpt, not for publication elsewhere. It is a companion to the discussion about the Semiconductor sector and the economy as well as other economic discussion that took…
The following is the opening segment of this week's Notes From the Rabbit Hole, NFTRH 396. The report also covers, in detail, the technical status of US/Global stock markets, precious…
[edit] This from a long-time NFTRH subscriber... "Based on my more than 40 years experience as a portfolio manager and financial adviser I can only say: how right you are!"…
Otto at IKN heads upped me to an exchange he had with a subscriber (who, from what I gather is a former subscriber to NFTRH). I want to highlight and…
[edit] The post began as a simple view of the inflationary dynamics in play within the precious metals market but as sometimes happens it, err... expanded. Please excuse the wordiness. …
There has been a lot of talk about how gold is not a good inflation hedge. Indeed, with the recent bounce in inflation expectations, this was shown to be true…