Previous articles and posts of interest.
Here is the chart we have been using in NFTRH, showing inflation protected T bond fund TIP vs. regular T bond fund TLT. This ratio has been bottoming for months…
The destruction culminating in late June in the gold price brought out the usual suspects to school us ever since about why gold is all done as a worthy investment…
Last week the Silver-Gold ratio (SGR) failed to get with the bear memo as the sector got a hard shakeout, and look what happened. This week through the ups and…
Excerpted from NFTRH 250 (August 4, 2013) Momentum: the quantity of motion of a moving body, measured as a product of its mass and velocity. the impetus and driving force…
We have used the 'continuum' (monthly chart of the 30 year yield) for years now to define tops in inflation expectations (red arrows at or around the EMA 100) and…
It is as notable as a 2nd term president handing off the big problems to the next guy, as George Bush did with Barack Obama in 2008; the changing of…
Yesterday was an impulsive looking move and something of a statement in itself. But now technically, the metals and miners need to gather themselves (after a potential pullback on profit…
[edit] Formatting errors have been corrected from an original version posted earlier. The following is excerpted from this week's Notes From the Rabbit Hole, NFTRH 247: As the 10-year to…
Risk is OFF [ed: 'Risk Off' might seem obvious this morning, but NFTRH has been highlighting acute risk in the US stock market since leading indicators - including a sentiment…
How to play the FOMC? Does it matter beyond "manage risk?" asked the robotic blogger.* The Fed has been using its jawbones as well as talking out of every other…
As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know? The…
Excerpted from Notes From the Rabbit Hole #240, dated May 26, 2013. Alan Greenspan gave them the playbook (Credit & Debt Manipulation 101) and now Ben Bernanke and global inflators…
I read a piece this morning by Josh Brown, the Reformed Broker, in which he destroys the 1999 comparison for the stock market. He makes some excellent points about why…
Excerpted from Notes From the Rabbit Hole #237: Young FrankenMarket Lives In failing to take a “healthy” correction to the equivalent of SPX 1350 to 1450 from the upside target…