Public posts

Musk and the Bond Market; It’s Not You, Elon

Musk and the bond market are in a convenient alignment, but the bond market situation has been in progress since 2023 Our (NFTRH) view has been for falling inflation signals…

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Tin Foil Hat In Chief: Audit the Gold at Fort Knox

The Trump administration plans to audit the gold at Fort Knox Being a person with his own tin foil hat tucked away somewhere in the back of the closet, I…

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US/Eurozone Interest Rate Differential & USD

The US/Eurozone Interest Rate Differential is an indicator of future USD price activity From MacroMicro comes an interesting view of the US/Eurozone interest rate differential and its implication for the…

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Royal Gold (RGLD) on the Verge, Post-Earnings

Royal Gold (RGLD) delivers favorable earnings and is testing its all-time highs It's an argument for playing it safe(r). Gold royalties do not mine, and thus incur no direct mining…

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China Tariffs: Buying the News?

China tariffs imposed by the US have not dented the potential trend change in China large caps (FXI) vs. US large caps (SPY) It's interesting, is all. The news cycle…

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