Fed Flips, USD Flops, Runway Clear For a Not so Soft Landing
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…
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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…
The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noise Please see edit at the bottom of the article. The next leg of…
An excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble…
The Copper/Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June, 2022 Copper: Cyclical, inflation sensitive and a material of positive economic progress. Gold: Much more…
The gold price held where we'd anticipated, now taking out resistance The gold price is doing as anticipated, per this (now public) NFTRH+ subscriber update. As noted in the November…
Gold stocks are not yet unique within the wider macro, but that does not preclude a move to 40 by GDX [edit] Interesting, however, that on the day this was…
Inflationary implications of Treasury yields were not backed by commodities or the Copper/Gold Ratio If the trends in the CRB index and the Copper/Gold ratio (CGR) were correlated with the…
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
[edit] Well, I just fixed one strange issue I was having on the back end by resetting something that I had changed in the Jetpack dashboard. No clue if this…