Public posts
The 10-2yr Yield Curve has un-inverted In a move that is getting all too little airplay in the financial media, the 10-2 yield curve has ticked positive and is currently…
Gold miner New Gold (NGD) is recovering nicely Why not? Why not write some fun to write posts on individual positions (miners or otherwise) once in a while, instead of…
Today, legions of chartists ply their trade with ever fancier charts and (in my opinion) ever more erratic results I'll begin this post by noting that I love charts. I…
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
The August Payrolls report comes in a little light (142k) vs. expectations of 161k You can tap the image for the full BLS report: Here is the graphic included in…
Rosenberg recommends defensive positioning amid dis-inflationary, recessionary pressure The NFTRH theme has been disinflation and economic signals fading toward counter-cyclical. Check. Everybody's got the memo now. Even the tardy Fed…
Gold and silver are bullish and ready to be bullish, respectively The gold price has pierced our initial target (2450) off of the pattern break above 2030-2070. The larger technical…
Defensive sectors like Healthcare, Consumer Staples and Utilities are ticking new highs as the market rotates Market rotation was a theme running through NFTRH 824 last weekend. As recessionary pressures…
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world... ...terrorizing society into social and…
After a nice summer correction the US stock market is where we expected; rallying after a healthy sentiment clean-out This (now public) NFTRH+ update on August 16 noted: As you…
![Read more about the article Fear Not, My Buggish Friends: Gold Stocks vs. SPX [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2024/08/huispx-1.png?fit=1400%2C900&ssl=1)
The gold stock sector is on the verge of taking back the macro, and taking leadership over the broad SPX This post is prompted by a post I saw on…
Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
My interview yesterday with he who is simply the best interviewer I know of, Jordan Roy Byrne 35 minutes goes by in what feels like 5 minutes when you talk…
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…