Public posts
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
Arista Networks stock (ANET) is flying in blue sky It was an opportunity taken (by me, and any subscribers following the Trade Log who might have had interest) and opportunity…
The Empire State Manufacturing survey is bad Here is the report (PDF) from the New York Fed. Let's just take a visual journey down the road to disinflation/deflation and economic…
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
Agricultural commodities are in decline while Livestock are ramping Here on CPI day, I thought it would be interesting to look at agricultural commodities along with the livestock that consume…
The inflation cycle comes to an ignominious end with the banking sector's theatrics Or I should say that the inflation cycle is coming to what certainly appears to be its…
Fed Funds Rate projections from CME Group adjusted from +.5% yesterday to +.25% today Silicon Valley Bank implodes and voila, the Fed Funds Rate projection dropped on cue. I will…
The banking sector is breaking down in relation to the S&P 500 [edit] SV Bank meltdown! Shows how closely I follow the news of the day. Obviously consistent with favored…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
Please pardon the blurry chart and the lack of anything more than a brief summary in the video. It's just a test of my first attempt at creating a presentation…
Jerome Powell speech on interest rates indicates renewed hawkishness; but is the Fed behind the curve again, as they were in taking up the inflation fighting mantle? It will be…
Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 747, a look at two currently positive macro market signals. When they turn it will be time for…
Tesla announced its planned Rare Earths free EV, MP Materials stock cratered and then bounced back No sooner had MP Materials (MP) pleasured the market on its earnings, then Tesla…
The Gold/Copper ratio is intact and indicating risk for the cyclical global macro We projected a rally to run from Q4, 2022 to or through Q1, 2023. It is technically…