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