Public posts
[edit] I neglected to enable the password before posting, but decided to leave the post public, since subscribers have had a good head start of 8 days. Give the public…
Here is me, as interpreted by a machine that sounds way better than me It's chilling. I have written a lot of words about my views on yield curves, the…
"The bull market turns two soon"? Think again, MSfM The ever entertaining mainstream financial media, which wanted to convince the masses that the yield curve inversions that took place in…
Services and government do the lifting as usual, per the September payrolls report Click the graphic for the full September payrolls report from BLS: Americans continue to consume services at…
The ratios of gold to stocks (SPX) and the miners to stocks (SPY) are still intact to the rally theme There are of course macro and sector fundamentals and nominal…
The opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 829: Trends Up, Bull On, Risk High (Macro Discussion) The segment’s title might also read “Another…
We expected a latter stage market rotation to include commodities, and now it is here From NFTRH 827 (Sept. 15) after we noted that a commodity/resources speculative guide, the Canadian…
As the economy slows, the mortgage refinance boom is among the components of the "Goldilocks" economy Some media (along with anecdotal sources witnessed on X) are trumpeting how strong the…
The September 22 edition of Notes From the Rabbit Hole (#828) had some things to say about the FOMC action last week, before putting its tin foil hat back in…
The financial media appear to once again be leading the public astray about the Yield Curve situation The media pounded and pounded the yield curve's inversion as a signal about…
If the 2yr yield is leading the 3 mo. T-bill yield (it is), the 10-3 mo. yield curve will follow the 10-2 yield curve I've used this chart repeatedly to…
The 10yr-2yr yield curve has un-inverted; yet in the media? Crickets Slowly I toined [cue Brooklyn accent], step by step... The 10yr-2yr yield curve un-inverted last week, turning from inversion…
The New York Fed's September Empire Manufacturing Survey trends back to positive My economic thesis is for contraction and a counter-cyclical environment. So the September Empire Manufacturing Survey flies in…
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…