FOMC Increasingly Irrelevant in the ‘Wonderland’ Economy
As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
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As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
The Silver/Gold ratio has not so surprisingly failed to lead the bug-o-sphere to glory There was excitement aplenty as the Silver/Gold ratio broke out of the downtrend channel, because when…
The Gold/Copper ratio is quite bent, but not broken Much like the Gold/Silver ratio was not broken despite some hopeful hype on X that it was (boosting silver bulls' case),…
I shared this story with you back in February: Sowa Goat Sanctuary; Doing God's Work I spent a morning there playing with the goats while my wife and other volunteers…
Stagflation is indicated by two economic conditions: Decelerating Q1 GDP Report and persistent inflationary effects Let's also realize that the economy is decelerating in its headline number despite all that…
Interview with Jordan Roy Byrne The interview took place a day before gold shot up to near our 2450 target, led by silver. The major themes still hold, but the…
Excerpt from NFTRH 804 (April 7) on the macro turn in favor of the anti-bubble, gold [edit] A lot changed in the gold market since this article was written. Notably,…
What the public thinks is "inflation", CPI, rose more than expected Here is the table of components of the March CPI report. You can click it to read the whole…
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
March Payrolls continues the string of out-performance; let's check the details March Payrolls (click image for BLS report): Needless to say, someone is perma-happy. Now for the details. If it…
Mohamed Aly El-Erian has it right; the Fed is a play-by-play caller A play-by-play caller with multiple orifices always at the ready to eat a microphone and influence the mindset…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
Updating gold ratios to other markets using associated ETFs Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it…
Canada's TSX-V index thus far holds the higher low and support Very simply, after declining from our original target zone the TSX-V index, an important signaler to the wider commodity…