Public posts
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
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.…
![Read more about the article Grace, An Adventure of the Soul [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2024/01/Grace-photo.png?fit=1236%2C1462&ssl=1)
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…
December payrolls rose by 216,000 vs. estimates of 180,000 As usual you can click the graphic for the full report. In the full report you will find a certain someone…
The US dollar shakes and the financial markets quake, on cue Per this now public NFTRH+ update (Dec. 28) we noted that an oversold Uncle Buck was due for a…
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…
Gold is trending up in relation to the median of 1700 stocks While it is going sideways vs. headline US (SPX/SPY) and global (DJW/ACWX) stocks, we have been noting in…
Interview with Jordan Roy Byrne Thank you again to Jordan for having me on. It's especially nice now because we have actionable short and longer-term situations setting up. We cover…
The seasonal party continues but, danger is ahead The strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being…
The anticipated "Goldilocks" disinflation continues and the media thinks it will last What do you think? Do you think Contrary Cramer will finally be right about something this time? Today…
November Payrolls rise a bit more than expected (+199k vs. +190k) Here is the report from BLS (click graphic). "Job gains occurred in healthcare and government." Why of course they…
As employment decelerates, the media continue to choose to see a Goldilocks "soft landing" scenario, and it's right in line with a seasonal "last chance power drive" Never mind that…
The gold price gets summarily reversed after mainstream financial media touts Why of course the MSM noticed gold's flirtation with all time highs. Click image, get article (which I have…
More "economic soft landing" hype hits the media, a perfect complement for the seasonal stock market party First there was the most cartoonish representation of the season, courtesy of the…