Inflationary Yield Curve Steepening?
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
Previous articles and posts of interest.
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
Grace is a gripping film in the making and a strong tax incentive for investors [edit] It was with much sadness that I found out about and announce here, Jeffery's…
The macro market backdrop is not likely to go the way trend following market watchers currently anticipate In fact, with patience it could turn out to be like shooting contrary…
The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noise Please see edit at the bottom of the article. The next leg of…
An excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble…
The Copper/Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June, 2022 Copper: Cyclical, inflation sensitive and a material of positive economic progress. Gold: Much more…
The gold price held where we'd anticipated, now taking out resistance The gold price is doing as anticipated, per this (now public) NFTRH+ subscriber update. As noted in the November…
Gold stocks are not yet unique within the wider macro, but that does not preclude a move to 40 by GDX [edit] Interesting, however, that on the day this was…
The time is at hand for gold stocks to prove a phase change similar to 2001-2003 Huey lugs his cart of rocks out of a mountainside shaft In 2000 a…
SPX bounce underway, but resistance upcoming This article discusses one diverse component of the broad global markets; the US S&P 500. The market has some poor underpinnings that we routinely…
10yr-2yr yield curve steepener continues after secondary extreme inversion; gold holds steady Many have questioned why the gold price has failed to do the normal thing (decline significantly) in the…
Gold stocks are rallying in the short-term, but the real move may still be ahead This article views the gold stock sector's big picture bullish situation from the standpoint of…
Commoditization of humanity now exponentially worse as a new financial era engages and gold conspicuously clings to support This is a financial market article that also delves into social commentary.…
The Gold/Silver ratio reversed from down to up on Friday, a 'tell' of sorts Gold/Silver ratio (in its Brooklyn accent): "Slowly I toin... step by step..." I shorted silver on…